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Wesley Aaron Siebert

Principal Securities, Inc.

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About Wesley Aaron Siebert

Wesley Siebert is a financial professional who has been in the industry since 2008. He has extensive experience in the financial services industry, holding licenses in various states and specializing in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Wesley has been associated with Principal Securities, Inc. since 2021. He previously worked with MML INVESTORS SERVICES, LLC. Wesley is committed to providing his clients with personalized financial solutions that meet their unique needs and goals.

Firm Information

Wesley Siebert is currently registered with Principal Securities, Inc.. Principal Securities, Inc. is a corporation founded in May 1968 with its main office in Des Moines, Iowa. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and serve various client types, including individuals, corporations, charitable organizations, and pension plans. Principal Securities, Inc. has been registered with the SEC and in all 50 states plus Puerto Rico.
Principal Securities, Inc.

711 HIGH STREET

DES MOINES, IA 50392

$12.11B

Assets Under Management

1,153

Total Clients

2,140

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Seminar fees, solicitors fees, subscription consulting fees

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Wesley Siebert’s Registration & Firm History

NE

07/28/2022 - Present

Principal Securities, Inc. (ELKHORN NE)

NE

01/16/2008 - 02/17/2021

MML INVESTORS SERVICES, LLC (Omaha NE)

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Licenses & Designations

BOTH

Issued 07/23/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wesley Aaron Siebert.
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