Michael Joseph Beach
Investment adviser representative at Principal Securities, Inc.
10 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
10 years in the industry.
- Principal Life Insurance CompanySep 2026 to now
- Principal Securities, Inc.Sep 2026 to now
- LPL Enterprise LLCNov 2025 to Sep 2026
- Keller WilliamsJan 2024 to Nov 2025
- UnemployedApr 2023 to Dec 2023
- Arrive LogisticsAug 2021 to Apr 2023
- Indiana UniversityJan 2021 to May 2021
- Gohealth InsuranceAug 2020 to Dec 2020
- Indiana UniversityAug 2019 to May 2020
- Ppm AmericaMay 2019 to Aug 2019
- Indiana UniversityAug 2018 to May 2019
- Klein ConstructionMay 2018 to Aug 2018
- Indiana UniversityAug 2017 to May 2018
- College Pro PaintingMay 2017 to Aug 2017
- Indiana UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8176830
- Firm CRD
- 1137