Vincent Joseph Kotarski

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

• 07/2010 → Present
  Executive Benefits Inc
  Fishers, IN
• 06/2010 → Present
  Principal Life Ins Co
  Fishers, IN
• 03/2016 → Present
  Principal Securities Inc
  Fishers, IN

Other Businesses

**Fixed Insurance; Investment Related; 12102 Valley Brook Ct, Indianapolis, IN 46229; Life, Health, STD, LTD, Dental, P&C, Vision, DI, Group Benefits; Sales; Start Date: 04/01/1993; 120 hrs per month; 100 during trading hours. **EMPLOYEE BENEFITS POSITION: President NATURE: Group medical and non-medical products; individual life, disability and health products. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2001 ADDRESS: 10444 Muir Lane, Fishers IN 46037, United States DESCRIPTION: Executive Benefits, Inc. is an independent insurance agency specializing in Employee Benefits as well as individual life and health products. **EXECUTIVE BENEFITS, INC. POSITION: Ownership of DBA NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2001 ADDRESS: 10444 Muir Lane, Fishers IN 46037, United States DESCRIPTION: President 100% owner of DBA Executive Benefits, Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-07
• S63 Uniform Securities Agent State Law Examination
  1986-09-29

Other Names

• Vince Kotarski
• Vincent Joseph Kotarski