Clayton Stuart
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 Securities, Inc.Apr 2026 to now
- Principal Life Insurance CompanyApr 2026 to now
- Beal Derkenne ConstructionSep 2025 to May 2026
- Koester ConstructionFeb 2022 to Sep 2025
- Keen Project Solutions, LLCMar 2019 to Feb 2022
- Bluescope Conventional Steel ServicesApr 2018 to Mar 2019
- Metropolitan Community College-kansas CityJan 2018 to May 2018
- Bluescope Construction, Inc.May 2015 to Apr 2018
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
- 8247332
- Firm CRD
- 1137