Benjamin Joseph Kasten
Investment adviser representative at Principal Securities, Inc.
13 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
13 years in the industry.
- Principal Securities, Inc.Mar 2026 to now
- Principal Life Insurance CompanyMar 2026 to now
- UnemployedNov 2025 to Mar 2026
- Uw- Stevens PointSep 2021 to May 2022
- Heartland Custom Homes, Inc.Sep 2020 to Nov 2025
- Kasten Exterior SolutionsJun 2020 to Sep 2020
- City of SchofieldJun 2019 to Sep 2019
- Jrob Intensive CampsJun 2018 to Sep 2018
- Uw-stevens PointSep 2017 to May 2021
- Verve, a Credit UnionAug 2015 to May 2017
- Brillion High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8236438
- Firm CRD
- 1137