TrueAdvisor
TrueAdvisor
CB
CB

Conrad Beeler

Principal Securities, INC.
14 Years of Experience
Lansing, MI
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Conrad Beeler is a registered investment advisor at Principal Securities, INC., based in Lansing, MI, with 14 years of industry experience. Conrad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.

Principal Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1709 advisors
Number of Clients
51,941 clients
Average Client Portfolio
$328K average
Assets Under Management
$17.0B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K1.75%
$150K - $250K1.75%
$250K - $500K1.75%
$500K - $1000K1.20%
$1M+1.10%

Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

608 S Washington Ave Ste 200, Lansing, MI, 48933

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2013
Settled
Civil
March 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Conrad sells and services fixed individual and group life, health, long-term care, disability, and annuities through Centennial Associates, Inc. He also owns farmland for rental, timber/logging, cattle, and fruit orchards, and is a board/committee member for Ducks Unlimited Red Cedar Chapter.

Employment History
Current Registrations
Principal Securities, INC.
January 2013 - Present · 13 yrs 9 mos
Principal Securities, INC.Broker
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
November 2011 - February 2013 · 1 yr 3 mos
Securian Financial Services, INC.Broker
October 2011 - February 2013 · 1 yr 4 mos
State Registrations16 states
CACOFLGAILINMIMTOHPASCSDTXVAVTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Lansing, MI →All financial advisors in Michigan →