George Follstad (CRD# 210741) is an Investment Advisor Representative working at Principal Securities, Inc. in Minocqua, WI and has over 37 years of experience in the finance industry.
CRD# 2272376
Commonwealth Financial Network
CRD# 3222759
Rbc Capital Markets, LLC
CRD# 6241348
Associated Investment Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Tampa, FL | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Tampa, FL | Jan 1986 - Current | 38 |
| Princor Financial Services Corporation | Tampa, FL | Apr 1986 - Mar 2016 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- 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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