Conrad Beeler, financial advisor Lansing MI
60 score

Conrad Beeler

CRD Number: 5975466
Current Firm: Principal Securities, Inc.

Conrad Beeler (CRD# 5975466) is an Investment Advisor Representative working at Principal Securities, Inc. in Lansing, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Ins Co Lansing, MI Jan 2013 - Current 3
Princor Financial Services Corp Lansing, MI Jan 2013 - Current 3
The Centennial Group Lansing, MI Jan 2013 - Current 3
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Jan 2013 1
Minnesota Life St. Paul, MN Sep 2011 - Jan 2013 1
Centennial Associates Lansing, MI Sep 2011 - Jan 2013 1
Securian Financial Services Inc. St. Paul, MN Sep 2011 - Sep 2011 < 1
Bank Of America East Lansing, MI Jul 2010 - Sep 2011 1
Michigan State University Student Athlete Support Services East Lansing, MI Jan 2010 - May 2010 < 1
Michigan State University Dept. Of Resident Life East Lansing, MI Aug 2006 - Dec 2009 3
Michigan State University Dept. Of Resident Life East Lansing, MI Aug 2006 - Feb 2009 2
Custom Interior Concepts Caledonia, MI Jun 2005 - Sep 2006 1
Circle Inn Restaurant Inc. Shelbyville, MI Oct 2003 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Civil Judgement
Get Details on the FINRA Advisor Check site
Contact Info for Conrad R. Beeler
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
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
  • 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

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BADGES
60

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