Adam J Okeson

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

• 03/2010 → 12/2017
  Elite Medical Scribes
  Bloomington, MN
• 12/2017 → 09/2022
  Robin Healthcare
  Berkeley, CA
• 09/2022 → 03/2023
  Okeson Operational Consulting
  Apple Valley, MN
• 04/2023 → 12/2023
  Okeson Barre Llc
  Apple Valley, MN
• 03/2023 → 04/2023
  Unemployed
  Apple Valley, MN
• 12/2023 → 07/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2024 → 07/2026
  Northwestern Mutual Investment Services Llc
  Edina, MN
• 10/2024 → 07/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2026 → Present
  Principal Life Insurance Company
  Minnetonka, MN
• 07/2026 → Present
  Principal Securities, Inc.
  Minnetonka, MN
• 08/2026 → Present
  Pinnacle Wealth Partners
  Minnetonka, MN

Other Businesses

**PINNACLE WEALTH PARTNERS (DBA) POSITION: Financial Professional NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: 11100 Wayzata Blvd., Suite 405, Minnetonka MN 55305, United States DESCRIPTION: DBA to use for marketing and operate the team under within Principal. Doing business as have been with Principal and current OBAs. **FIXED INSURANCE POSITION: Investment Advisor Representative NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 2 START DATE: 08/03/2026 ADDRESS: 11100 Wayzata Blvd., Suite 405, Minnetonka MN 55305, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-06
• S63 Uniform Securities Agent State Law Examination
  2024-09-16

Other Names

• Adam Okeson
• Adam Okeson