Chelsea Nicole Smitchger

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

• 03/2021 → 12/2023
  Falcon One Inc
  Boise, ID
• 02/2022 → 12/2023
  Lee And Associates Idaho Llc
  Boise, ID
• 01/2020 → 03/2021
  Robert Half International
  Boise, ID
• 05/2018 → 01/2020
  Lunchboxwax Franchise
  Boise, ID
• 08/2013 → 04/2018
  Balsam Brands Inc
  Boise, ID
• 09/2023 → 06/2025
  Thrivent Investment Management Inc.
  Boise, IN
• 11/2023 → 05/2024
  Thrivent Financial
  Appleton, WI
• 05/2024 → 06/2025
  Thrivent Financial
  Appleton, WI
• 06/2025 → Present
  Principal Life Insurance Co
  Garden City, ID
• 06/2025 → Present
  Principal Securities Inc
  Garden City, ID

Previous Registrations

• 2024-01-05 → 2025-06-20
  Thrivent Investment Management Inc.
  Boise, ID
  Minneapolis, MN
  Garden City, ID

Other Businesses

INSURANCE POSITION: Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2025 ADDRESS: 5000 N Marsh Ave, Garden City ID 83714, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, P&C, health, and group benefits.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-03

Other Names

• Chelsea Nicole Carlson
• Chelsea Nicole Smitchger
• Chelsea Smitchger