Russell Postell
Investment adviser representative at Principal Securities, Inc.
26 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
26 years in the industry.
- Principal Securities, Inc.Jan 2022 to now
- Principal Life Insurance CompanyJan 2022 to now
- Ameritas Advisory Services LLCNov 2021 to Feb 2022
- Ameritas Investment Company LLCJul 2020 to Feb 2022
- Gebhardt GroupFeb 2019 to Jul 2020
- Farmers Financial SolutionsMay 2012 to Aug 2018
- R Postell InsuranceJan 2011 to Feb 2019
- Capstone Financial GroupJul 2000 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6036010
- Firm CRD
- 1137