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Braden Michael Dietz

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.

  1. Principal Securities, Inc.Jun 2025 to now
  2. Principal Life Insurance CoJun 2025 to now
  3. Midwestern Securities Trading Company LLCApr 2025 to May 2025
  4. Princeville State BankApr 2025 to May 2025
  5. Midwestern Securities Trading Company LLCMay 2024 to Mar 2025
  6. University of MissouriAug 2023 to Mar 2024
  7. WalmartJan 2023 to Mar 2023
  8. Augustana CollegeAug 2021 to May 2022
  9. Weavers Fresh Food and DrinkJan 2021 to Mar 2021
  10. Millennia Professional ServicesApr 2020 to Aug 2023
  11. Dunlap High SchoolAug 2017 to May 2021
  12. Dunlap Valley Middle SchoolAug 2014 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (IA, 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
7954816
Firm CRD
1137
Advisor's SEC record (opens in a new tab)
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