David MehmenCRD Number: 5295283
Current Firm: Principal Securities, Inc.
David Mehmen (CRD# 5295283) is an Investment Advisor Representative working at Principal Securities, Inc. in Chesterfield, MO and has over 10 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Princor Financial Services||Des Moines, IA||Feb 2007 - Current||10|
|Principal Life Insurance||Des Moines, IA||Feb 2007 - Current||10|
|Heartland Career Partners||Waukee, IA||Sep 2006 - Current||11|
|Unemployed||Wdsm, IA||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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