Erin Freund (CRD# 4630939) is an Investment Advisor Representative working at Principal Securities, Inc. in Shenandoah, IA and has over 17 years of experience in the finance industry. Erin Freund has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4745122
Edward Jones
CRD# 6370237
Primerica Advisors
CRD# 5983104
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Walnut, IA | Aug 2016 - Current | 7 |
| Principal Securities Inc. | Walnut, IA | Aug 2016 - Current | 7 |
| Homemaker | Walnut, IA | Jun 2016 - Aug 2016 | < 1 |
| Wells Fargo Advisors LLC | Urbandale, IA | Dec 2014 - Jun 2016 | 1 |
| Wells Fargo Bank Na | Urbandale, IA | Dec 2014 - Jun 2016 | 1 |
| Princor Financial Services Corporation | Des Moines, IA | Jul 2007 - Dec 2014 | 7 |
| Principal Life Insurance Company | Des Moines, IA | Jul 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- IA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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