Nathan Paul Woosley
Investment adviser representative at Principal Securities, Inc.
13 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
Are you Nathan Paul Woosley? Claim your profile
Contact this firm
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.
- Dc Retirement StrategiesOct 2024 to now
- Principal Securities, Inc.Jul 2024 to now
- Principal Life Insurance CompanyJul 2024 to now
- Platinum Supplemental InsuranceMay 2019 to Jul 2024
- Woosley Landscaping & MowingMay 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7964505
- Firm CRD
- 1137