David
Vandehey
Principal Securities, Inc
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About this Advisor
David Vandehey is a financial advisor based in Kaukauna, Wisconsin with 25 years of relevant experience. Vandehey is currently employed by Principal Securities, Inc. Over the course of their career, Vandehey has held roles at Princor Financial Services Corporation, Principal Life Insurance Company, Van De Hey Financial Services Inc and Principal Securities Inc. Vandehey holds a Series 63 license, certifying them as a securities broker, and is able to work in Texas and Wisconsin. Principal Securities, Inc is a registered investment firm based in Des Moines, IA. The firm has offices in 350 locations and a total of 1,430 financial advisors. It has $9 billion in assets among its 46,075 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 34 charitable organizations. Of its 46,075 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets. Principal Securities, Inc provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Principal Securities, Inc can be comprised of 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
David Vandehey Work History
David has been registered as a financial advisor for 25 years.*
Principal Securities Inc
Van De Hey Financial Services Inc
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 David Vandehey 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
Tampa, FL
Des Moines, IA
Birmingham, AL
Williamston, MI
Puyallup, WA
Wdm, IA
Arlington, TX
Bethesda, MD
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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