Dylan James Ovanin
Investment adviser representative at Principal Securities, Inc.
16 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
16 years in the industry.
- Principal Securities, Inc.May 2026 to now
- Principal Life Insurance CompanyMay 2026 to now
- Equitable Advisors, LLCAug 2024 to Apr 2026
- Steins Home and GardenMay 2024 to Jul 2024
- UnemploymentMar 2024 to Apr 2024
- White House of MusicMay 2022 to Feb 2024
- Music & Arts (guitar Center)Jul 2018 to May 2022
- Melk MusicJun 2016 to Jul 2018
- Music Performer- Self EmployedJun 2010 to May 2026
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7971854
- Firm CRD
- 1137