Heath Ray Boeke
Investment adviser representative at Principal Securities, Inc.
11 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
11 years in the industry.
- Principal Securities, Inc.Feb 2024 to now
- Principal Life Insurance CompanyFeb 2024 to now
- Strategic Growth Partners, LLCAug 2022 to Feb 2024
- Green State InsuranceJun 2017 to Aug 2022
- Signator Investors, Inc.May 2016 to Feb 2024
- Veterans Liberty Center of Iowa CityFeb 2016 to Feb 2024
- Strellner Agency GroupJan 2015 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5789645
- Firm CRD
- 1137