Marc Cianciolo, financial advisor Elkhorn WI

Marc Cianciolo

CRD Number: 6852809
Current Firm: Principal Securities, Inc.

Marc Cianciolo (CRD# 6852809) is an Investment Advisor Representative working at Principal Securities, Inc. in Elkhorn, WI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Advised Services Elkhorn, NE Feb 2024 - Current < 1
Principal Securities Inc. Elkhorn, WI Mar 2023 - Current 1
Principal Life Insurance Company Elkhorn, WI Jan 2023 - Current 1
Spark Delivery Driver Lake Geneva, WI Nov 2022 - Jan 2023 < 1
Principal Funds Distributor, Inc. Des Moines, IA Nov 2021 - Nov 2022 1
Pacific Select Distributors, LLC Newport Beach, CA Jan 2021 - Nov 2021 < 1
Pacific Life Insurance Omaha, NE Jan 2021 - Nov 2021 < 1
Unemployed Bennington, NE Aug 2019 - Jan 2021 1
Pacific Select Distributors, LLC Newport Beach, CA Aug 2017 - Aug 2019 2
Pacific Life Insurance Company Newport Beach, CA Dec 2015 - Aug 2017 1
Unemployed Costa Mesa, CA Aug 2015 - Nov 2015 < 1
Roadrunner Transportation Systems Los Angeles, CA Apr 2015 - Jul 2015 < 1
Roadrunner Transportation Systems Milwaukee, WI Mar 2014 - Apr 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2017
S66 NASAA Uniform Combined State Law Examination Mar 2024
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marc A. Cianciolo
Phone Number: 888-774-6267
Registered State(s):
  • 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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