Tami Lee Mendell
Investment adviser representative at Principal Securities, Inc.
10 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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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
10 years in the industry.
- Principal Securities, Inc.Jun 2024 to now
- Principal Life Insurance CoJun 2024 to now
- Bridge FinancialOct 2014 to now
- Cetera Investment Advisers LLCMar 2024 to Jun 2024
- Humbi RootsMar 2024 to Jun 2024
- Concentrix Cvg Customer Management Group Inc.Sep 2022 to Dec 2022
- Cetera Advisors LLCDec 2018 to Jun 2024
- Questar Asset ManagementOct 2014 to Dec 2018
- Questar Capital CorporationSep 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 2479621
- Firm CRD
- 1137