Marc
Cianciolo

Principal Securities, Inc

CRD#6852809
Investment Advisor
in Elkhorn, WI

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About this Advisor

Marc Cianciolo is a financial advisor based in Elkhorn, Wisconsin, working with Principal Securities, Inc. Marc has previously held positions at Pacific Life Insurance Company, Roadrunner Transportation Systems, Pacific Select Distributors, LLC, Pacific Life Insurance, Principal Funds Distributor, Inc, Spark Delivery Driver, Principal Life Insurance Company, Principal Securities Inc, and Principal Advised Services. Marc has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Marc is part of Principal Securities, Inc, which operates out of Elkhorn, Wisconsin. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Elkhorn, WI

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

WI Average: 166
Total Number of Accounts

54,844

WI Average: 7,189
Average Account Size

$220,730

WI Average: $1,287,990

Investment Advisory Services

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

Marc Cianciolo Work History

2024 - Present (0 year)

Principal Advised Services

2023 - Present (1 year)

Principal Life Insurance Company

2023 - Present (1 year)

Principal Securities Inc

2022 - 2023 (1 year)

Spark Delivery Driver

2021 - 2021 (< 1 year)

Pacific Select Distributors, LLC

2021 - 2021 (< 1 year)

Pacific Life Insurance

2021 - 2022 (1 year)

Principal Funds Distributor, Inc

2017 - 2019 (2 years)

Pacific Select Distributors, LLC

2015 - 2017 (2 years)

Pacific Life Insurance Company

2015 - 2015 (< 1 year)

Roadrunner Transportation Systems

2014 - 2015 (1 year)

Roadrunner Transportation Systems

Disclosures

Please visit the SEC profile of Marc Cianciolo 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

Martha Nielsen
Latham, NY
Roger Goren
Melville, NY
Reid Johnson
Cedar Falls, IA
Benjamin Hardy
Almond, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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