Michael John Linse
Investment adviser representative at Principal Securities, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm assets
Are you Michael John Linse? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Principal Securities, Inc.Mar 2010 to now
- Mondovi Investment CenterJan 2010 to now
- Princor Financial Services CorpNov 2009 to now
- Principal Life Insurance CoNov 2009 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (WI).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2227376
- Firm CRD
- 1137