Sarah Michelle Schoeplein
Investment adviser representative at Principal Securities, Inc.
14 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
14 years in the industry.
- 6pillars Financial ServicesOct 2023 to now
- Principal Securities, Inc.Aug 2023 to now
- Infernos Wood Fired Oven and SpritsMay 2022 to now
- Texas State UniversityAug 2020 to May 2023
- Longhorn SteakhouseJan 2020 to Aug 2020
- UnemployedSep 2019 to Dec 2020
- Urban AirJan 2019 to Aug 2019
- Lifeguard 4 HireJun 2018 to Aug 2019
- UnemployedJan 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7759690
- Firm CRD
- 1137