Steven Handeland, financial advisor Grand Rapids MI

Steven Handeland

CRD Number: 1227712
Current Firm: Principal Securities, Inc.

Steven Handeland (CRD# 1227712) is an Investment Advisor Representative working at Principal Securities, Inc. in Grand Rapids, MI and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Edge Wealth Management Grand Rapids, MI Aug 2021 - Current 2
Principal Securities Inc. Grand Rapids, MI Mar 2016 - Current 8
Principal Life Insurance Co Grand Rapids , MI Mar 1994 - Current 30
Advantage Benefits Grand Rapids, MI Feb 2016 - Jun 2023 7
Princor Financial Services Corporation Grand Rapids, MI Apr 1992 - Mar 2016 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
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 Steven M. Handeland
Phone Number: 888-774-6267
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
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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