Daniel Mehmen, financial advisor Atlantic IA
88 score

Daniel Mehmen

CRD Number: 6343699
Current Firm: Principal Securities, Inc.

Daniel Mehmen (CRD# 6343699) is an Investment Advisor Representative working at Principal Securities, Inc. in Atlantic, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Atlantic, IA Jun 2014 - Current 2
Princor Financial Services Corporation Atlantic, IA Jun 2014 - Current 2
Aerotek Omaha, NE Apr 2010 - Jun 2014 4
Iowa Air National Guard Des Moines, IA May 2004 - May 2010 6
Prairie Meadows Racetrack Altoona, IA Apr 2004 - Sep 2009 5
American Legion Ames, IA Feb 2007 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Daniel K. Mehmen
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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