Joseph Fenlon, financial advisor Milwaukee WI
93 score

Joseph Fenlon

CRD Number: 4549479
Current Firm: Principal Securities, Inc.

Joseph Fenlon (CRD# 4549479) is an Investment Advisor Representative working at Principal Securities, Inc. in Milwaukee, WI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Union Financial Inc. Brookfield, WI Jul 2008 - Current 8
Princor Financial Services Brookfield, WI Jun 2002 - Current 14
Principal Life Insurance Co Brookfield, WI Jun 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Joseph R. Fenlon
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • WI
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
93
Clean Record
This advisor has a clean track record with regulators.

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