Michael Glenn Martin
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.
- Principal Securities, Inc.Aug 2024 to now
- Principal Life InsuranceJul 2024 to now
- Northwestern Mutual Wealth Management CompanySep 2023 to Aug 2024
- Northwestern Mutual Investment Services LLCApr 2023 to Aug 2024
- Northwestern Mutual Life Insurance CompanyAug 2022 to Aug 2024
- Option Care HealthDec 2019 to Aug 2022
- Stat ExpertsJul 2019 to Jun 2022
- National Counseling GroupMar 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7602569
- Firm CRD
- 1137