Kayla B Fortanel

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

• 04/2020 → 05/2022
  Ameriprise Financial Services, Llc
  Chattanooga, TN
• 02/2020 → 04/2020
  The Together Cafe
  Chattanooga, TN
• 01/2017 → 05/2019
  The University Of Tennessee At Chattanooga
  Chattanooga, TN
• 01/2017 → 02/2020
  The Hope House
  Chattanooga, TN
• 06/2016 → 05/2020
  The University Of Tennessee At Chattanooga
  Chattanooga, TN
• 05/2022 → Present
  Principal Life Insurance Company
  Rossville, GA
• 05/2022 → Present
  Principal Securities Inc
  Rossville, GA
• 06/2022 → Present
  Freedom Planning Partners
  Rossville, GA

Previous Registrations

• 2021-01-12 → 2022-06-29
  Ameriprise Financial Services, Llc
  Chattanooga, TN

Other Businesses

**FIXED INSURANCE POSITION: Insurance Producer NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2022 ADDRESS: 7859 Avalon Acres Ct, Chattanooga TN 37421, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits. **CHATTANOOGA MEDICAL GROUP MANAGEMENT ASSOCIATION POSITION: Treasurer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2024 ADDRESS: 2 Kent Drive, Rossville GA 30741, United States DESCRIPTION: Treasurer for CMGMA is a one-year term committing to 2 meetings per month. It will be my job to log into the QuickBooks and look at the linked bank account (no access other the viewing statements) and reconcile the account. I will provide reports to the president and collaborate on overall organization events, etc. No check writing abilities, no access to funds, no investments. **THE HOPE HOUSE POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2025 ADDRESS: 808 Vince Street, Chattanooga TN 37403, United States DESCRIPTION: My role is to participate in monthly board meetings and a few events annually. I do not have access to funds, bank accounts. I do not have check writing abilities. I do not assist in investments.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-22

Other Names

• Kayla B Massey
• Kayla Massey