Dylan Robert Goodhart
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 CompanyJul 2026 to now
- Principal Securities, Inc.Jul 2026 to now
- Ameriprise Financial Services, LLCFeb 2025 to Jul 2026
- Goodhart & Associates PcDec 2024 to Feb 2025
- Blarneys Sports Bar and GrillSep 2024 to Jan 2025
- Goodhart and Associates PcMay 2024 to Jul 2024
- Dakota Wesleyan UniversityAug 2021 to Dec 2024
- City of SissetonJun 2019 to Aug 2019
- Sisseton High SchoolAug 2016 to Aug 2021
- Goodhart Excavating, Inc.Apr 2015 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 8035489
- Firm CRD
- 1137