Adam David Bramley

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

• 10/2015 → 12/2020
  Icma-Rc
  Washington, DC
• 12/2020 → 02/2021
  Unemployed
  Kansas City, MO
• 02/2021 → 08/2022
  Citizen'S Bank And Trust
  Chillicothe, MO
• 08/2022 → Present
  Principal Life Insurance
  Kansas City, MO
• 08/2022 → Present
  Principal Securities
  Kansas City, MO
• 08/2022 → Present
  Principal Bank And Principal Trust Company
  Kansas City, MO

Previous Registrations

• 2015-12-01 → 2021-01-05
  Missionsquare Retirement
  West Des Moines, IA
  Washington, DC
  Des Moines, IA
  Des Moines, IA
  Urbandale, IA
  Kansas City, MO
  Kansas City, MO
• 2015-03-11 → 2015-10-15
  Wells Fargo Clearing Services, Llc
  Urbandale, IA
  West Des Moines, IA

Other Businesses

**GT MOBILE REPAIR, LLC POSITION: Co-Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2024 ADDRESS: 1822 ne 80th ter, Kansas City MO 64118, United States DESCRIPTION: Administration/Bookkeeping for Mobile Repair Business. **ST. CHARLES BORROMEO CHURCH AND SCHOOL POSITION: Pastoral Council and Projects Director NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2025 ADDRESS: 900 NE Shady Ln Dr, Kansas City MO 64118, United States DESCRIPTION: Help the priest and leadership team make decisions for the church and school. Help strategize campus projects and working with contractors outside of general maintenance. The maintenance crew handles day to day operation. The activity includes working on "handyman" projects that don't require a general contractor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-11
• S63 Uniform Securities Agent State Law Examination
  2015-02-18