Adrian James Turner

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

• 07/2020 → 01/2022
  Mcelree Construction
  Elgin, IA
• 02/2020 → 07/2020
  Norbys Farm Fleet
  West Union, IA
• 12/2017 → 12/2020
  Heying Firms
  West Union, IA
• 03/2011 → 11/2017
  Unemployed
  West Union, IA
• 03/2022 → 04/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2023 → 04/2024
  Northwestern Mutual Investment Services Llc
  Waterloo, IA
• 10/2023 → 04/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2024 → Present
  Principal Life Insurance Company
  Cedar Falls, IA
• 04/2024 → Present
  Principal Securities, Inc.
  Cedar Falls, IA
• 04/2024 → Present
  Cdfs Financial Strategies
  Cedar Falls, IA

Other Businesses

**INSURANCE POSITION: Financial Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2024 ADDRESS: 2302 W 1st St., Ste 201E, Cedar Falls IA 50613, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **KUNTZ CONSTRUCTION POSITION: Carpenter NATURE: Carpentry INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2024 ADDRESS: 606 Hilltop Rd, Waterloo IA 50701, United States DESCRIPTION: I will be helping a friend periodically with small carpentry jobs for his construction business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-28
• S63 Uniform Securities Agent State Law Examination
  2023-09-09

Other Names

• Adrian Wurtz
• Aj Wurtz
• Adrian James Wurtz