Nanabayin Kofi Coleman
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.Jul 2026 to now
- Principal Life Insurance CompanyJul 2026 to now
- Drake UniversityAug 2024 to now
- Rainydaypal, Inc.Oct 2023 to Dec 2025
- Evelyn K. Davis Center for Working FamiliesJan 2023 to Jan 2024
- Fleri, Inc.Oct 2021 to Mar 2023
- Principal Financial GroupJul 2013 to Sep 2021
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
- 8302191
- Firm CRD
- 1137