Principal Securities, Inc
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
Years of Experience
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Principal Securities, Inc Brokerage Details
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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.
Principal Life Insurance Company
Principal Securities Inc
Cuna Mutual Group
University Store And Rental
Full Time Education
Capitol Ice Arena
Lukas Mcelhenie has no disclosures.
Please visit their SEC profile for more details.
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