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Adam Gerhard Woxland

Investment adviser representative at Principal Securities, Inc.
14 yearsExperience
2 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

14 years in the industry.

  1. Principal Securities, Inc.Mar 2022 to now
  2. Principal Life Insurance CompanyMar 2022 to now
  3. Kevin Fuhrer Construction LLCJul 2021 to Mar 2022
  4. Waddell & Reed, IncDec 2020 to Mar 2022
  5. Cindy GiacomettoSep 2020 to Dec 2020
  6. Marine Credit UnionMay 2019 to Jun 2020
  7. UnemployedDec 2018 to May 2019
  8. Woxland ConstructionMay 2017 to Dec 2018
  9. South Dakota Highway PatrolNov 2012 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (SD, 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
7280145
Firm CRD
1137
Advisor's SEC record (opens in a new tab)
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