Kaitlyn M Cuscaden
Investment adviser representative at Principal Securities, Inc.
10 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
10 years in the industry.
- Principal Securities, Inc.Feb 2025 to now
- Principal Life Insurance CoFeb 2025 to now
- Kestra Investment Services, LLCSep 2022 to Mar 2024
- UnemployedMay 2022 to Sep 2022
- Tata Consultancy ServicesDec 2020 to May 2022
- Transamerica Capital Inc.Dec 2020 to May 2022
- UnemployedJan 2020 to Dec 2020
- Charles Schwab & Co., Inc.Jun 2018 to Dec 2019
- LyftMay 2018 to Feb 2025
- UberMay 2018 to Feb 2025
- Atp2 LLCSep 2017 to May 2018
- Harland ClarkeMar 2017 to Jul 2017
- SwbcMar 2017 to Mar 2017
- Abundant SolarJan 2017 to Jan 2017
- Ross Dress for LessNov 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 6964668
- Firm CRD
- 1137