Nathan Randall Muersch
Investment adviser representative at Principal Securities, Inc.
11 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
11 years in the industry.
- Principal Life Insurance CompanyJan 2026 to now
- Principal Securities, Inc.Jun 2025 to now
- Muersch Financial LLCOct 2024 to Jun 2025
- StudentMar 2021 to Oct 2024
- WalmartJan 2021 to Feb 2021
- UnemployedJun 2015 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7984046
- Firm CRD
- 1137