Hanna Burmeister Mccoy
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
- Wind Point PartnersDec 2023 to Mar 2026
- Deloitte Tax, LLPJun 2021 to Dec 2023
- UnemployedMay 2021 to Jun 2021
- Deloitte Tax, LLPJul 2020 to Jul 2020
- Meredith CorporationMay 2019 to Aug 2019
- Full Time Education - University of IowaAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- Full Time Education - Waukee High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8238913
- Firm CRD
- 1137