Jeffrey Vander Sluis, financial advisor Spirit Lake IA
96 score

Jeffrey Vander Sluis

CRD Number: 1058597
Current Firm: Principal Securities, Inc.

Jeffrey Vander Sluis (CRD# 1058597) is an Investment Advisor Representative working at Principal Securities, Inc. in Spirit Lake, IA and has over 34 years of experience in the finance industry.

Similar Advisors
Curtis Baumgard, financial advisor Spirit Lake IA
Curtis D. Baumgard
CRD# 3050508
Thrivent Investment Management Inc.
Score
96
Similar Advisors
Genell Hollahan, financial advisor Spirit Lake IA
Genell E. Hollahan
CRD# 4507772
Thrivent Investment Management Inc.
Score
96
Similar Advisors
James Horst, financial advisor Spirit Lake IA
James J. Horst
CRD# 3080075
Fsc Securities Corporation
Score
96
Professional Designations
Company Name Location Dates Years
Vander Sluis Financial Services Inc. Spirit Lake, IA Jan 2004 - Current 12
Princor Financial Services Corporation Spirit Lake, IA Jul 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for Jeffrey W. Vander Sluis
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.