Skyler Leigh Roorda

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

• 05/2016 → Present
  Principal Life Insurance Company
  Des Moines, IA
• 05/2016 → Present
  Principal Securities, Inc.
  Des Moines, IA

Other Businesses

***Fixed Insurance, Fixed Life, Fixed Annuities, Group Health, DI and LTC, 05/24/16. ***Beacon of Life, Board Member, 01/05/17. ***James Lumley, Providing administrative support, 07/14/17.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-08
• S63 Uniform Securities Agent State Law Examination
  2014-10-27

Other Names

• Skyler Leigh Stokes