David Vandehey (CRD# 1262425) is an Investment Advisor Representative working at Principal Securities, Inc. in Kaukauna, WI and has over 39 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Kaukauna, WI | Mar 2016 - Current | 8 |
| Van De Hey Financial Services Inc. | Kaukauna, WI | May 1999 - Current | 24 |
| Principal Life Insurance Company | Des Moines, IA | Jul 1998 - Current | 25 |
| Princor Financial Services Corporation | Des Moines, IA | Mar 1984 - Mar 2016 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
- TX
- WI
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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