Brandon Terry Van Winkle

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

• 09/2023 → Present
  Principal Life Insurance Company
  Bettendorf, IA
• 09/2023 → Present
  Principal Securities, Inc
  Bettendorf, IA
• 03/2021 → 02/2023
  Backporch Coffee
  Bend, OR
• 02/2023 → 09/2023
  Oregon State University
  Bend, OR
• 08/2017 → 03/2021
  U.S. Bank
  Bend, OR
• 01/2015 → 08/2017
  Starbucks
  Iowa City, IA

Other Businesses

INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2024 ADDRESS: 5207 Competition Dr, Bettendorf IA 52722, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance.

Exams

• S66 Uniform Combined State Law Examination
  2024-01-12

Other Names

• Brandon Van Winkle
• Brandon Terry Vanwinkle