Conor Boffeli, financial advisor West Des Moines IA

Conor Boffeli

CRD Number: 6707260
Current Firm: Principal Securities, Inc.

Conor Boffeli (CRD# 6707260) is an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 3 years of experience in the finance industry. Conor Boffeli 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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Professional Designations
Company Name Location Dates Years
Principal Life Insurance Company Wdm, IA Sep 2019 - Current 1
Principal Securities Inc. Wdm, IA Sep 2019 - Current 1
Bral Niedert Wealth Advisors West Des Moines, IA Sep 2019 - Current 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2017 - Sep 2019 2
Northwestern Mutual Investment Services LLC Urbandale, IA Oct 2016 - Sep 2019 2
Edward Mcgill Urbandale, IA Oct 2016 - Sep 2019 2
Mcgill Junge Wealth Management Urbandale, IA Sep 2016 - Sep 2019 3
Edward Mcgill Urbandale, IA Sep 2016 - Oct 2016 < 1
Cleveland Browns Berea, OH Oct 2015 - Aug 2016 < 1
Chicago Bears Lake Forest, IL Sep 2014 - Sep 2015 1
Houston Texans Houston, TX May 2014 - Sep 2014 < 1
Minnesota Vikings Eden Prairie, MN Apr 2014 - May 2014 < 1
University Of Iowa Iowa City, IA Aug 2009 - Apr 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2017
Contact Info for Conor Boffeli
Phone Number: 888-774-6267
Registered State(s):
  • IA
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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