Melodee Thuesen, financial advisor Cedar Falls IA
93 score

Melodee Thuesen

CRD Number: 4442853
Current Firm: Principal Securities, Inc.

Melodee Thuesen (CRD# 4442853) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Falls, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Waterloo, IA Aug 2001 - Current 15
Principal Financial Group Waterloo, IA Jul 1997 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination May 2005
Contact Info for Melodee J. Thuesen
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
93
Clean Record
This advisor has a clean track record with regulators.

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