Curtis W Diekevers

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

• 08/2008 → Present
  Principal Life Ins Co
  West Des Moines, IA
• 03/2016 → Present
  Principal Securities Inc
  W Des Moines, IA

Other Businesses

***GROUP BENEFITS LTD. ROLE: REFER CLIENTS TO GROUP BENEFITS LTD FOR HEALTH INSURANCE, DENTAL AND VISION INSURANCE AND I RECEIVE A SPLIT OF THE COMMISSION,10/1/2010. Fixed Insurance, Fixed life, fixed annuities, DI and LTC, 12/19/16.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-28
• S63 Uniform Securities Agent State Law Examination
  2008-11-11

Other Names

• Curtis Diekevers