Autumn Heather Katzenmoyer

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

• 08/2013 → Present
  Principal Life Insurance Company
  Berwyn, PA
• 10/2013 → Present
  Principal Securities Inc
  Berwyn, PA

Other Businesses

ROTARY CLUB OF THORNDALE-DOWNINGTOWN POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2022 ADDRESS: 26 Cypress Lane, Berwyn PA 19312, United States DESCRIPTION: As President of my Rotary Club for the 2022-23 Year, I will lead my club in finding new service projects in our community and abroad, helping others globally, within the seven areas of focus for Rotary International. RENTAL PROPERTY POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/22/2025 ADDRESS: 2314 Hillcrest Drive, Pocono Pines PA 18350, United States DESCRIPTION: Owner, Short-Term Rental Property for vacationers. Short term rentals through Air BNB/VRBO. No clients would be renting this property.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-10

Other Names

• Autumn Heather Bieg