Matthew L Nelson

Current Employers

Employment History

• 04/2022 → 12/2022
  Unemployed
  Urbandale, IA
• 04/2019 → 08/2019
  Unemployed
  Urbandale, IA
• 08/2014 → 03/2019
  Sammons Financial Group
  West Des Moines, IA
• 08/2019 → 02/2021
  Merrill Lynch Wealth Management
  West Des Moines, IA
• 02/2021 → 04/2022
  Merrill Lynch Wealth Management
  West Des Moines, IA
• 01/2023 → Present
  Principal Life Insurance Company
  Des Moines, IA
• 03/2023 → Present
  Principal Securities Inc
  Des Moines, IA
• 08/2024 → Present
  Principal Advised Services
  Des Moines, IA

Previous Registrations

• 2019-12-16 → 2022-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  West Des Moines, IA

Other Businesses

PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/21/2021 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products PRINCIPAL ADVISED SERVICES POSITION: Investment Adviser Representative NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2022 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Investment Adviser Representative of a Registered Investment Adviser that facilitates investment advice to its customers. Compensation is from combined role with Principal on behalf of the Principal Securities, Principal Bank and Principal Advised Services entities.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-13

Other Names

• Matthew Lester Service
• Matthew Lester Nelson
• Matthew Nelson