Unclaimed
Kevin Creager is a financial professional with over 30 years of experience in the industry. Kevin currently works at Principal Securities, Inc. in Des Moines, IA. Prior to joining Principal Securities, Inc., Kevin has held positions at VOYA FINANCIAL PARTNERS, LLC, VOYA FINANCIAL ADVISORS, INC., DIVERSIFIED INVESTORS SECURITIES CORP., ING FINANCIAL ADVISERS, LLC and THE GREAT-WEST LIFE ASSURANCE COMPANY. Kevin holds a Series 6, Series 26, Series 63 and SIE licenses. Kevin specializes in financial planning, pension consulting, educational seminars and the selection of other advisors. Kevin's office is located in Des Moines, IA.
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
IA
05/03/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
TX
09/14/2004 - 04/16/2024
VOYA FINANCIAL PARTNERS, LLC (HOUSTON TX)
TX
02/15/2012 - 12/16/2014
VOYA FINANCIAL ADVISORS, INC. (SPRING TX)
NY
07/02/2002 - 07/27/2004
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
CT
09/07/1995 - 06/13/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CO
10/19/1992 - 09/25/1995
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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