Kasey Marie Gray
Investment adviser representative at Principal Securities, Inc.
22 yearsExperience
1 stateRegistered 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
22 years in the industry.
- Arthur J. Gallagher & CoSep 2025 to now
- Johnson Insurance ConsultantsJun 2021 to now
- Principal Securities, Inc.Dec 2020 to now
- Principal Life Insurance CoDec 2020 to now
- Johnson Insurance ConsultantsJun 2019 to Dec 2020
- Wonder Years ChildcareAug 2017 to Dec 2017
- Ymca KeyzoneMay 2017 to May 2019
- St Michaels Catholic SchoolJan 2017 to May 2017
- Full Time StudentAug 2004 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7218898
- Firm CRD
- 1137