Stephen Paul Bredesen

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 Life Ins Co
  Minnetonka, MN
• 03/2016 → Present
  Principal Securities Inc
  Minnetonka, MN
• 08/2024 → 10/2025
  Cannaday Bloom Wealth And Insurance Solutions
  Minnetonka, MN
• 10/2025 → 06/2026
  Cannaday Wealth Management
  Minnetonka, MN

Other Businesses

**OUTSIDE INSURANCE, BROKER - LONG TERM CARE INSURANCE, FIXED ANNUITIES, FIXED LIFE INSURANCE AND DISABILITY INSURANCE THROUGH VARIOUS CARRIERS, 1/21/14. **INSURANCE/INVESTMENTS - Cannaday Bloom Wealth and Insurance Solutions (DBA) POSITION: Advisor NATURE: Business Consulting, DI/A&H Insurance, Fee Based Planning, Financial Strategies/Needs Analysis, Group Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/VA/VL, Seminars & Workshops INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 08/29/2024 ADDRESS: 11100 Wayzata Blvd, Suite 405, Minnetonka MN 55305, United States DESCRIPTION: I am being added to the DBA. I am a Financial Advisor and Registered Representative. My primarily role on the DBA Team will be Financial Consulting using planning software, implementation of all Investment Products stated above and all insurance products above. I will serve individuals/couples and businesses. I will likely be a lead LTC insurance producers for the DBA Team.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-05-24