Grant Patrick Reding
Investment adviser representative at Principal Securities, Inc.
10 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
10 years in the industry.
- Principal Securities, Inc.Sep 2023 to now
- Principal Life Insurance CompanySep 2023 to now
- Principal Funds Distributors, Inc.Jul 2021 to Sep 2023
- Principal Securities IncFeb 2019 to Sep 2021
- Principal Financial GroupFeb 2019 to Jul 2021
- Avid Technical ResourcesAug 2016 to Feb 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 6500515
- Firm CRD
- 1137