Steven Culp, financial advisor Newell IA

Steven Culp

CRD Number: 1296568
Current Firm: Principal Securities, Inc.

Steven Culp (CRD# 1296568) is an Investment Advisor Representative working at Principal Securities, Inc. in Newell, IA and has over 39 years of experience in the finance industry. Steven Culp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Stifel, Nicolaus & Company, Incorporated
Professional Designations
Company Name Location Dates Years
Principal Securities Inc. Newell, IA Mar 2016 - Current 8
Principal Life Insurance Company Newell, IA Dec 2014 - Current 9
Olsen-culp, Inc. Newell, IA Dec 2014 - Current 9
Princor Financial Services Corporation Newell, IA Dec 2014 - Mar 2016 1
Sii Investments, Inc. Newell, IA Sep 1997 - Dec 2014 17
Olsen-culp Newell, IA Jan 1982 - Dec 2014 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Steven D. Culp
Phone Number: 888-774-6267
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
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
  • Pension consulting services
  • 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, WY

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