Laura Lynn Norcross

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

• 03/2016 → Present
  Principal Securities Inc
  Mason City, IA
• 03/2016 → Present
  Principal Life Insurance Company
  Mason City, IA

Other Businesses

***Delta Unlimited LLC & Delta South Unlimited LLC; Not Investment Related; ; Co-Owner; Partner in LLC. Farm land that is rented out and own a condominium for rental income. Assisting with Management and maintenance of condo property and meet regularly to discuss matters related to properties.; Start Date: 01/01/1996; 3 hrs per month; 0 during trading hours. PRINCIPAL BANK & TRUST COMPANY POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/22/2022 ADDRESS: 1218 Diamond Ct., Mason City IA 50401, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer, and bank/trust offerings of Principal.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-15

Other Names

• Laura Lynn Blazek