Aaron John Imholte
Investment adviser representative at Principal Securities, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Principal Securities, Inc.Apr 2023 to now
- Principal Life Insurance CompanyApr 2023 to now
- Scott Wealth PlanningApr 2023 to now
- Minnesota Life Insurance CompanyJan 2022 to Apr 2023
- Fortune FinancialJul 2021 to Apr 2023
- Securian Financial ServicesJul 2021 to Apr 2023
- Cri SecuritiesJul 2021 to Oct 2021
- BairdMar 2019 to Apr 2021
- Unitedhealth GroupJun 2017 to Mar 2019
- Come Up CapitalJan 2017 to May 2017
- Macalester CollegeAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7089655
- Firm CRD
- 1137