Bryan
Rasey
Principal Securities, Inc
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About this Advisor
Bryan Rasey is a financial advisor operating out of Milwaukee, Wisconsin with 11 years of industry experience. Rasey works at Principal Securities, Inc. During their career, Rasey has held roles at Principal Life Insurance Company, Princor Financial Services Corporation and Principal Securities. Rasey has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Wisconsin. Principal Securities, Inc is a registered investment business operating out of Des Moines, IA. It has offices in 350 locations and a total of 1,430 employees. It administers $9 billion in assets among its 46,075 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 34 charitable organizations. Of its 46,075 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Principal Securities, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on the services offered. Fee types charged by Principal Securities, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Bryan Rasey Work History
Bryan has been registered as a financial advisor for 11 years.*
Principal Securities
Principal Life Insurance Company
Princor Financial Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Rasey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
Milwaukee, WI
Seattle, WA
Lansing, MI
Williamston, MI
Bethesda, MD
Des Moines, IA
Arlington, TX
Wdm, IA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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