William Donald Gross
Investment adviser representative at Principal Securities, Inc.
18 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
18 years in the industry.
- Palmerus WealthMay 2025 to now
- Principal Securities, Inc.Aug 2021 to now
- Principal Life Insurance CompanyAug 2021 to now
- Morgan Stanley Private Bank, N.A.Feb 2019 to Aug 2021
- Morgan Stanley Smith Barney LLCNov 2018 to Aug 2021
- Heartland Farm Partners, LLCFeb 2008 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 7040795
- Firm CRD
- 1137