Evan Daniel Kress

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

• 10/2024 → Present
  Principallife Insurance Co
  Harrisburg, PA
• 10/2020 → 05/2024
  Onedigital Investment Advisors
  Overland Park, KS
• 08/2016 → 09/2020
  Retirement Benefits Group
  Irvine, CA
• 05/2024 → 10/2024
  Unemployed
  Cerritos, CA
• 07/2025 → Present
  Principal Securities
  Des Moines, IA

Previous Registrations

• 2018-12-03 → 2024-06-28
  Onedigital
  Irvine, CA
  Overland Park, KS

Exams

• S66 Uniform Combined State Law Examination
  2018-05-21

Other Names

• Evan D. Kress
• Evan Daniel Kress
• Evan Kress