John Joseph Sitarz

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1998 → Present
  Principal Life Insurance Company
  Minnetonka, MN
• 08/2018 → 12/2018
  Ephas Financial
  Atlanta, GA
• 03/2016 → Present
  Principal Securities, Inc.
  Minnetonka, MN
• 11/2024 → Present
  Pinnacle Wealth Partners
  Minnetonka, MN

Other Businesses

**OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS. **OUTSIDE INSURANCE, STD, LTD, LIFE, DENTAL, VISION, 09/23/14. **PINNACLE WEALTH PARTNERS (DBA) POSITION: Pinnacle Wealth Partners NATURE: Financial strategies/needs analysis, group/health insurance, life insurance/annuities, mutual funds/securities/VA/VL & DI INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 11100 Wayzata Blvd, Suite 405, Minnetonka MN 55305, United States DESCRIPTION: DBA to use for marketing and operate the team under within Principal. Doing business as have been with Principal and current OBA's.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-13

Other Names

• John J Sitarz