Nora Lentz Mickelson

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 → 08/2018
  Wells Fargo Bank, Na
  Tualatin, OR
• 06/2016 → 08/2018
  Wells Fargo Clearing Services, Llc
  Tualatin, OR
• 02/2019 → 05/2021
  Edward Jones
  St.LOuis, MO
• 09/2018 → 01/2019
  Unemployed
  Portland, OR
• 01/2022 → 11/2025
  Tiaa
  Portland, OR
• 01/2022 → 11/2025
  Tiaa-Cref Individual & Institutional Services, Llc
  Portland, OR
• 06/2021 → 12/2021
  Unemployed
  Portland, OR
• 03/2026 → Present
  Principal Life Insurance Company
  Lake Oswego, OR
• 03/2026 → Present
  Principal Securities Inc
  Lake Oswego, OR
• 11/2025 → 03/2026
  Unemployed
  Portland, OR

Previous Registrations

• 2022-03-01 → 2025-11-04
  Tiaa-Cref Individual & Institutional Services, Llc
  Portland, OR
  Portland, OR
• 2019-02-01 → 2021-06-02
  Edward Jones
  Beaverton, OR
• 2016-06-10 → 2018-08-14
  Wells Fargo Clearing Services, Llc
  Lake Oswego, OR
  Tualatin, OR
  Vancouver, WA
  Newberg, OR
  Beaverton, OR

Other Businesses

INSURANCE POSITION: Insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2026 ADDRESS: 5885 Meadows Road, Ste 800, Lake Oswego OR 97225, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-17

Other Names

• Nora Logan Lentz
• Nora Mickelson
• Nora Lentz Mickelson
• Nora L Mickelson