Marc Clauser, financial advisor Kalamazoo MI

Marc Clauser

CRD Number: 6582914
Current Firm: Principal Securities, Inc.

Marc Clauser (CRD# 6582914) is an Investment Advisor Representative working at Principal Securities, Inc. in Kalamazoo, MI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Securities Inc. Kalamazoo, MI Apr 2018 - Current 5
Principal Life Insurance Company Kalamazoo, MI Apr 2018 - Current 5
Mwa Financial Services Inc. Rock Island, IL Nov 2015 - Apr 2018 2
Modern Woodmen Of America Rock Island, IL Oct 2015 - Apr 2018 2
Target Galesburg, MI Feb 2010 - Sep 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Marc M. Clauser
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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