Matthew Thomas Grannan
Investment adviser representative at Principal Securities, Inc.
11 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
11 years in the industry.
- Principal Securities, Inc.Jun 2021 to now
- Principal Life Insurance CompanyJun 2021 to now
- Iowa State UniversityAug 2020 to Jun 2021
- Sean GrannanMay 2020 to Aug 2020
- Iowa State UniversityAug 2019 to May 2020
- CitrinMay 2019 to Dec 2019
- Iowa State UniversityAug 2018 to May 2019
- Cut To Size TechnologyMay 2018 to Aug 2018
- Iowa State UniversityAug 2017 to May 2018
- Delta SonicDec 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7399955
- Firm CRD
- 1137