Simon N Villegas
Investment adviser representative at Principal Securities, Inc.
11 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
11 years in the industry.
- Principal Securities, Inc.Dec 2020 to now
- Principal Life Insurance CompanyDec 2020 to now
- Burchfield Financial ServicesFeb 2024 to Apr 2026
- UnemployedApr 2020 to Dec 2020
- Robert Half InternationalOct 2019 to Apr 2020
- Pax8Apr 2019 to Sep 2019
- Robert W Baird & Co. IncorporatedAug 2017 to Feb 2019
- Robert W. BairdSep 2015 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6561267
- Firm CRD
- 1137