Ronald Bruce Merry

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

• 03/1983 → Present
  Principal Securities Inc
  Great Falls, MT
• 07/1998 → Present
  Principal Life Insurance Company
  Great Falls, MT
• 05/2015 → 04/2017
  Union Financial Inc
  Great Falls, MT

Other Businesses

**SOCIETY OF FINANCIAL SERVICES PROFESSIONALS. 05/2006-PRESENT. SECRETARY/TREASURER, BALANCE THE CHECKBOOK ONCE A MONTH. **SUN RIVER SKEET CLUB, MT, EFFECTIVE 02/02/2010, BOARD MEMBER FOR HOBBY CLUB. **PERSONAL PROPERTY - FARM. 11/5/2009. OWNER OF SMALL HAY FARM WITH HORSES, GROW HAY TO BE SOLD EACH FALL. **RENTAL PROPERTY. 05/16/2011. I AM PURCHASING A HOME THAT WILL BE RENTED TO A FAMILY MEMBER. **Fixed Insurance; Investment Related; 100 1st Ave N, Suite 1, Great Falls, MT 59403; Agent; Life, Annuities, LTC, DI, Medicare Supplement, Group Benefits; Start Date: 04/01/1968; 2 hrs per month; 2 during trading hours. **NAIFA MONTANA POSITION: Affiliate Director NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 100 1st Ave N, suite 1, Great Falls MT 59401, United States DESCRIPTION: NAIFA recently merged all local associations to form one state association. Each Montana local has become an affiliate of the state organization. I have been asked to serve as the Affiliate Chair person for Montana North. I will serve as an appointed chair person attending a zoom meeting monthly. I will have voting rights with the elected state board members. My position will not have any check writing capabilities but I could vote regarding financial decisions. Our Executive Director handles all financial transactions. This appointment represents my ongoing commitment to my 54 year career and our industry. **INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/1968 ADDRESS: 100 1st Ave N, Suite 1, Great Falls MT 59403, United States DESCRIPTION: Life, Annuities, LTC, DI, Medicare Supplement, Group Benefits, Medical Insurance. **RENTAL PROPERTY POSITION: Owner/Trustee NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/16/2011 ADDRESS: PO Box 3467, Great Falls MT 59403-3467, United States DESCRIPTION: Multiple rental properties owned by the Merry Family Trust.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-09-03

Designations

• Chartered Financial Consultant