Steven Alderete

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

• 05/2022 → 05/2023
  Agora Search Group
  Colorado Springs, CO
• 08/2022 → 05/2023
  Boise Bible College
  Boise, ID
• 11/2022 → 05/2023
  Sackbutt Design
  Meridian, ID
• 08/2014 → 10/2022
  Ten Mile Christian Church
  Meridian, ID
• 01/2023 → 08/2025
  Thrivent Investment Management Inc.
  Meridian, ID
• 03/2023 → 08/2023
  Thrivent Financial
  Appleton, WI
• 08/2023 → 08/2025
  Thrivent Financial
  Appleton, WI
• 08/2025 → Present
  Principal Life Insurance Co
  Meridian, ID
• 08/2025 → Present
  Principal Securities, Inc.
  Meridian, ID

Previous Registrations

• 2023-04-28 → 2025-08-22
  Thrivent Investment Management Inc.
  Boise, ID
  Meridian, ID
  Minneapolis, MN
  Meridian, ID

Other Businesses

**INSURANCE POSITION: Insurance NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2025 ADDRESS: 1061 N Glamorgan Ave, Meridian ID 83642, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits. **CANYON SPRINGS CHRISTIAN CHURCH POSITION: Worship Minister NATURE: Music and Worship Leader INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 03/16/2026 ADDRESS: 1444 Cornell St, Middleton ID 83644, United States DESCRIPTION: Lead the music and worship for the public services of Canyon Springs Christian Church. The congregation is approximately 250 with 10-15 volunteers in the music and worship teams. **STEVE ALDERETE POSITION: Recruiting and Coaching Church Staff NATURE: Recruiting and Coaching Church Staff INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/08/2026 ADDRESS: 1061 N Glamorgan Ave, Meridian ID 83642, United States DESCRIPTION: Training church leadership, recruiting, and hiring expertise to churches regarding their worship programs and worship leadership.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-27

Other Names

• Steve Alderete