Kevin Brody Mcmahon
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
3 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
13 years in the industry.
- Principal Securities, Inc.Nov 2024 to now
- Principal Life Insurance CompanyNov 2024 to now
- Shamrock Trading CorporationAug 2022 to Nov 2024
- Northwestern Mutual Wealth Management CompanyJun 2020 to Aug 2022
- Northwestern Mutual Investment Services LLCSep 2019 to Aug 2022
- Northwestern Mutual Life Insurance CompanyMay 2019 to Aug 2022
- Pizza HutJan 2019 to May 2019
- Pizza HutJul 2018 to Aug 2018
- Ren Specialty Health CareMay 2018 to Jun 2018
- Northwest Missouri State UniversityAug 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, KS, 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
- 7114029
- Firm CRD
- 1137