Anthony Joseph Medici

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

• 03/2024 → Present
  Principal Securties
  W Des Moines, IA
• 03/2024 → Present
  Principal Life Insurance
  W Des Moines, IA
• 10/2021 → 07/2024
  Tompkins Industries
  Des Moines, IA
• 10/2006 → 10/2021
  Hupp Toyotalift
  Ankeny, IA
• 09/2024 → Present
  Naviture
  West Des Moines, IA

Other Businesses

**FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 09/03/2024 ADDRESS: 6701 Westown Pkwy, West Des Moines IA 50266, United States DESCRIPTION: Fixed Insurance: Life, Disability, Annuities, Long Term Care, Health, Medicare Supplements, Group Benefits. **NAVITURE POSITION: Financial Advisor NATURE: DBA Name Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 12 START DATE: 09/01/2024 ADDRESS: 6701 Westown Parkway, Suite 200, West Des Moines IA 50266, United States DESCRIPTION: DBA Marketing name, I am financial advisor.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23

Other Names

• Anthony Medici
• Tony Joseph Medici