Chelsea Nicole Smitchger
Investment adviser representative at Principal Securities, Inc.
13 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
13 years in the industry.
- Principal Securities, Inc.Jun 2025 to now
- Principal Life Insurance CoJun 2025 to now
- Thrivent FinancialNov 2023 to Jun 2025
- Thrivent Investment Management Inc.Sep 2023 to Jun 2025
- Lee and Associates Idaho LLCFeb 2022 to Dec 2023
- Falcon One IncMar 2021 to Dec 2023
- Robert Half InternationalJan 2020 to Mar 2021
- Lunchboxwax FranchiseMay 2018 to Jan 2020
- Balsam Brands IncAug 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7802734
- Firm CRD
- 1137