Bryce Martin Wallace

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

• 07/2021 → 01/2023
  Jovie Boston
  Boston, MA
• 01/2023 → 08/2025
  Dennis Henks
  Overland Park, KS
• 08/2015 → 07/2021
  Full Time Student
  Overland Park, KS
• 08/2025 → Present
  Principal Securities Inc
  Overland Park, KS
• 08/2025 → Present
  Principal Life Insurance Co
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20

Other Names

• Bryce Martin Wallace
• Bryce Wallace