Garrett Daniel Sanders
Investment adviser representative at Principal Securities, Inc.
13 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
13 years in the industry.
- Sanders Financial Design & Insurance SolutionsMay 2025 to now
- Principal Securities, Inc.Feb 2025 to now
- Principal Life Insurance CompanyFeb 2025 to Apr 2026
- JP Morgan Chase BankSep 2024 to Jan 2025
- DabellaJul 2024 to Sep 2024
- Love Birds Coffee & Tea CompanyMar 2015 to Feb 2025
- Sanders Financial Design & Insurance SolutionsAug 2014 to Dec 2016
- Principal Life Ins CoFeb 2013 to Dec 2016
- Princor Financial Services CorpFeb 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2025
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
- 6164968
- Firm CRD
- 1137