Matt Ramaekers, financial advisor Carroll IA

Matt Ramaekers

CRD Number: 1978383
Current Firm: Principal Securities, Inc.

Matt Ramaekers (CRD# 1978383) is an Investment Advisor Representative working at Principal Securities, Inc. in Carroll, IA and has over 34 years of experience in the finance industry. Matt Ramaekers 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.

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Professional Designations
Company Name Location Dates Years
Principal Life Insurance Des Moines, IA Jul 1998 - Current 25
Princor Financial Services Corporation Des Moines, IA Jul 1989 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Contact Info for Matt J. Ramaekers
Phone Number: 888-774-6267
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    12,106
    MILLIONS
  • Total Number of Accounts
    54,844
    ACCOUNTS
  • Average Account Value
    $220,730
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
  • Pension consulting services
  • 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, WY

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