Kayla B Fortanel
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.
- Freedom Planning PartnersJun 2022 to now
- Principal Securities, Inc.May 2022 to now
- Principal Life Insurance CompanyMay 2022 to now
- Ameriprise Financial Services, LLCApr 2020 to May 2022
- The Together CafeFeb 2020 to Apr 2020
- The Hope HouseJan 2017 to Feb 2020
- The University of Tennessee At ChattanoogaJun 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7245362
- Firm CRD
- 1137