Logan Eliot Schwegler
Investment adviser representative at Principal Securities, Inc.
12 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
12 years in the industry.
- Principal Securities, Inc.May 2026 to now
- Principal Life Insurance CompanyMay 2026 to now
- UnemployedNov 2025 to May 2026
- C.H. RobinsonNov 2023 to Nov 2025
- Banner EngineeringMay 2022 to Nov 2023
- Home DepotMay 2020 to May 2022
- University of St. ThomasSep 2019 to May 2022
- University of Wisconsin Eau ClaireAug 2018 to May 2019
- A2z DetailingMay 2018 to Aug 2019
- Bachman'sMay 2017 to May 2018
- Chanhassen High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 8274840
- Firm CRD
- 1137