David Mcneilly
Investment adviser representative at Principal Securities, Inc.
14 yearsExperience
2 statesRegistered in
ChFC®Designation
$17BFirm assets
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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
14 years in the industry.
- Principal Securities, Inc.Jul 2022 to now
- Centennial GroupJul 2022 to now
- Principal Life Insurance CompanyJul 2022 to now
- Ameritas Advisory Services, LLCNov 2021 to Jul 2022
- Ameritas Investment Corp.May 2019 to Jul 2022
- Ameritas Life Insurance Corp.May 2019 to Jul 2022
- Castle Financial PartnersMar 2019 to Jul 2022
- Northwestern Mutual Wealth Management CompanyMar 2017 to Mar 2019
- Northwestern Mutual Investment Services, LLCDec 2013 to Mar 2019
- Mcneilly FinancialDec 2012 to Jul 2022
- Northwestern Mutual Life Insurance CompanyNov 2012 to Mar 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6137277
- Firm CRD
- 1137