David Kostichka, financial advisor Sheboygan WI
93 score

David Kostichka

CRD Number: 5579354
Current Firm: Principal Securities, Inc.

David Kostichka (CRD# 5579354) is an Investment Advisor Representative working at Principal Securities, Inc. in Sheboygan, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Sheboygan, WI Aug 2008 - Current 8
Principal Life Insurance Company Sheboygan, WI Aug 2008 - Current 8
Union Financial Inc. Sheboygan, WI May 2012 - Oct 2015 3
Union Alliance Financial Sheboygan, WI Apr 2011 - May 2012 1
Ross Imaging Sheboygan, WI Jan 1994 - Aug 2008 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
Contact Info for David D. Kostichka
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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