Lukas
Mcelhenie

Principal Securities, Inc

CRD#7193606
Investment Advisor
in Stevens Point, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Lukas Mcelhenie is a financial advisor based out of Stevens Point, Wisconsin, with a total of 10 years of financial industry experience. Mcelhenie is an advisor for Principal Securities, Inc. Throughout their career, they have worked at Principal Life Insurance Company, Principal Securities Inc, Full Time Education, Cuna Mutual Group, University Store And Rental and Capitol Ice Arena. Mcelhenie holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wisconsin. Principal Securities, Inc is a financial advisory business that has its headquarters in Stevens Point, Wisconsin. The investment advisory business has offices in 350 locations and a total of 1,564 people on staff. It manages $8 billion in total assets among its 34,673 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 29 charities and foundations. Of its 34,673 customer accounts, just 4% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually depend on the type of services. However, fees billed by Principal Securities, Inc may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

Stevens Point, WI

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Principal Securities, Inc Brokerage Details

Total Assets Under Management

$7,610,249,885

WI Average: $9,259,360,772
Total Number of Employees

1,564

WI Average: 166
Total Number of Accounts

34,673

WI Average: 7,189
Average Account Size

$219,486

WI Average: $1,287,990

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Lukas Mcelhenie Work History

Lukas has 10 years of experience.

2020 - Present (1 year)

Principal Life Insurance Company

2020 - Present (1 year)

Principal Securities Inc

2019 - 2019 (< 1 year)

Cuna Mutual Group

2018 - 2019 (1 year)

University Store And Rental

2016 - 2020 (4 years)

Full Time Education

2014 - 2018 (4 years)

Capitol Ice Arena

Disclosures

Lukas Mcelhenie has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Securities, Inc

Vincent Kotarski
Indianapolis, IN
Paul Kranich
Walnut Creek, CA
Joanna Scates Beachly
Midlothian, VA
William Schumaker
Mequon, WI
Mark Kamerzell
Lincoln, NE
Martha Bone
Tampa, FL
Matthew Stange
Sioux Falls, SD
Conrad Beeler
Lansing, MI

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started