Patrick Joseph Byrne

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

• 09/1998 → Present
  Principal Life Insurance Company
  West Des Moines, IA
• 03/2016 → Present
  Principal Securities Inc
  West Des Moines, IA

Other Businesses

**OUTSIDE INSURANCE, SELLING LONG TERM CARE INSURANCE, TERM INSURANCE, DISABILITY AND FIXED ANNUITIES THROUGH VARIOUS CARRIERS, 11/4/13. **Fixed Insurance, Medicare Supplements, 05/05/17.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-02-15
• S63 Uniform Securities Agent State Law Examination
  1998-10-02

Designations

• Chartered Financial Consultant

Other Names

• Pat Byrne