Joel North, financial advisor West Des Moines IA

Joel North

CRD Number: 2063107
Current Firm: Principal Securities, Inc.

Joel North (CRD# 2063107) is an Investment Advisor Representative working at Principal Securities, Inc. in West Des Moines, IA and has over 33 years of experience in the finance industry. Joel North 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
Heartland Financial Resource Group West Des Moines, IA Oct 2022 - Current 1
Principal Life Ins Co West Des Moines, IA Aug 2011 - Current 12
Principal Securities Inc. West Des Moines, IA Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Joel M. North
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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