Matthew Winston Sheirer
Investment adviser representative at Principal Securities, Inc.
17 yearsExperience
2 statesRegistered 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
17 years in the industry.
- Wealth By ChoiceApr 2023 to now
- Principal Securities, Inc.Aug 2020 to now
- Principal Life Insurance CompanyAug 2020 to now
- Union FinancialMar 2021 to Mar 2022
- UnemployedMay 2020 to Aug 2020
- Rv One SuperstoresFeb 2009 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
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
- 4256580
- Firm CRD
- 1137