Duncan Skogsberg, financial advisor Yorkville IL
93 score

Duncan Skogsberg

CRD Number: 1184122
Current Firm: Principal Securities, Inc.

Duncan Skogsberg (CRD# 1184122) is an Investment Advisor Representative working at Principal Securities, Inc. in Yorkville, IL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Yorkville, IL Jul 2013 - Current 3
Princor Financial Services Corporation Yorkville, IL Nov 1998 - Current 18
Eric Duncan Group Inc. Elmhurst, IL Dec 1993 - Aug 2013 19
Principal Life Insurance Downers Grove, IL Jul 2007 - Jun 2013 5
Principal Life Insurance Elmhurst, IL Nov 1996 - Jun 2013 16
Principal Financial Downers Grove, IL Jul 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Duncan E. Skogsberg
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IL
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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