Unclaimed
Kammie Lora Grytdahl is a financial advisor with Principal Securities, Inc. based in ELKHORN, NE. Kammie has been in the industry since 2003 and has been registered with Principal Securities, Inc. since 2019. Kammie has a Series 7 and Series 66 license. Kammie also previously worked at Securian Financial Services, Inc. and Thrivent Investment Management Inc. Kammie is currently licensed in Iowa, Minnesota, Nebraska, and South Dakota.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NE
01/24/2019 - Present
Principal Securities, Inc. (ELKHORN NE)
IL
02/07/2006 - 04/01/2010
SECURIAN FINANCIAL SERVICES, INC. (OAKBROOK IL)
MN
09/29/2003 - 02/01/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 10/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kammie Grytdahl is the right advisor for you? Invested Better is here to help.