Grayden Eric allen Stone
Investment adviser representative at Principal Securities, Inc.
12 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
12 years in the industry.
- Dakota Community InvestmentsJan 2024 to now
- Principal Securities, Inc.Jul 2023 to now
- Principal Life Insurance CoJul 2023 to now
- Dakota Community Bank & TrustAug 2021 to now
- Leier Caulking Inc.May 2019 to Aug 2021
- Dickinson State UniversityAug 2018 to May 2022
- Runnings Farm & FleetApr 2018 to May 2019
- American Family InsuranceJun 2017 to Aug 2017
- Bismarck High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ND).
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
- 7779314
- Firm CRD
- 1137