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 6 years of experience in the finance industry.

Similar Advisors
Mae Luchetti, financial advisor Lansing MI
Mae Luchetti
CRD# 4203639
Edward Jones
Score
100
Similar Advisors
Michael Cantor, financial advisor Lansing MI
Michael J. Cantor
CRD# 3187127
Commonwealth Financial Network
Score
98
Similar Advisors
Jeffrey Hollenbeck, financial advisor Lansing MI
Jeffrey J. Hollenbeck
CRD# 5910417
Ryzome Investment Advisors
Score
98
Company Name Location Dates Years
Principal Life Ins Co Lansing, MI Jan 2013 - Current 4
Princor Financial Services Corp Lansing, MI Jan 2013 - Current 4
The Centennial Group Lansing, MI Jan 2013 - Current 4
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
60

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.