Chelsea Laub, financial advisor Overland Park KS

Chelsea Laub

CRD Number: 6247749
Current Firm: Principal Securities, Inc.

Chelsea Laub (CRD# 6247749) is an Investment Advisor Representative working at Principal Securities, Inc. in Overland Park, KS and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Crossroads Wealth Management Overland Park, KS Dec 2017 - Current 2
Principal Securities Inc. Overland Park, KS Mar 2016 - Current 4
Principal Life Insurance Company Overland Park, KS Jun 2014 - Current 6
Crossroads Kc Financial, LLC Overland Park, KS Oct 2016 - Dec 2017 1
Princor Financial Services Corporation Overland Park, KS Jun 2014 - Mar 2016 1
Jeff Schoenekase Overland Park, KS Sep 2013 - Jun 2014 < 1
Ymca - Challenger Prairie Village, KS May 2013 - Jun 2014 1
La Bodega Spanish Tapas Leawood, KS May 2012 - Jun 2014 2
Horace Mann - Basp Iowa City, IA Sep 2011 - May 2012 < 1
Big Sky Bread Urbandale, IA Sep 2003 - Sep 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2015
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Chelsea E. Laub
Phone Number: 888-774-6267
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    7,610
    MILLIONS
  • Total Number of Accounts
    34,673
    ACCOUNTS
  • Average Account Value
    $219,486
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, WY

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