Robert K Wilson
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.Mar 2026 to now
- Principal Life Insurance CoMar 2026 to now
- Kellogg Insurance MarketFeb 2026 to Mar 2026
- World Financial GroupFeb 2026 to Mar 2026
- United Health InsuranceDec 2025 to Mar 2026
- Wells Fargo Clearing ServicesJul 2021 to Dec 2025
- Ascendo ResourcesJan 2021 to Jul 2021
- GohealthAug 2020 to Jan 2021
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2020
- Fidelity Brokerage Services LLCMar 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6394736
- Firm CRD
- 1137