Tonya Michelle Bowcutt Hirte

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

• 08/2011 → 09/2017
  Standard Retirement Services
  Portland, OR
• 05/2013 → 09/2017
  Stancorp Equities, Inc.
  Portland, OR
• 07/2014 → 09/2017
  Stancorp Investment Advisers, Inc.
  Portland, OR
• 09/2017 → 11/2017
  Unemployed
  Milwaukie, OR
• 11/2017 → Present
  Principal Life Insurance Company
  Portland, OR
• 11/2017 → Present
  Principal Securities, Inc.
  Portland, OR

Previous Registrations

• 2014-07-17 → 2017-09-27
  Stancorp Investment Advisers, Inc.
  Portland, OR
  Portland, OR

Other Businesses

***Gladstone Education Foundation; Not Investment Related; 17789 Webster Road, Gladstone, OR 97027; Director; Promote educational services and community programs of the school district, encourage participation in student/child development, seek donations to support grant activities, promote/support activities and improvements.; Start Date: 01/01/2017; 0 hrs per month; 3 during trading hours. PRINCIPAL BANK AND PRINCIPAL 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: 07/21/2022 ADDRESS: 5665 Meadows Rd Ste 360, Lake Oswego OR 97035, 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

• S65 Uniform Investment Adviser Law Examination
  2014-07-08
• S63 Uniform Securities Agent State Law Examination
  2013-10-10
• S66 Uniform Combined State Law Examination
  2001-07-02

Other Names

• Tonya M. Bowcutt
• Tonya Michelle Bowcutt
• Tonya M.B. Hirte
• Tonya Michelle Bowcutt