Robert
Grow

Principal Securities, Inc

CRD#1248127
Investment Advisor
in Omaha, NE

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About this Advisor

Robert Grow is a financial advisor based in Omaha, Nebraska, working with Principal Securities, Inc. Robert has previously held positions at Sagepoint Financial, Questar Capital Corporation, Questar Asset Management, Cetera Advisors LLC, Bridge Financial, Cetera Investment Advisers LLC, Principal Life Insurance, and Principal Securities. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Robert is part of Principal Securities, Inc, which operates out of Omaha, Nebraska. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11205 Wright Cir Ste 130
Omaha, NE 68144

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

NE Average: $9,259,360,772
Total Number of Employees

1,349

NE Average: 166
Total Number of Accounts

54,844

NE Average: 7,189
Average Account Size

$220,730

NE Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Grow Work History

2024 - Present (1 year)

Principal Life Insurance

2024 - Present (1 year)

Principal Securities

2024 - Present (1 year)

Bridge Financial

2024 - 2024 (< 1 year)

Cetera Investment Advisers LLC

2018 - 2024 (6 years)

Cetera Advisors LLC

2014 - 2018 (4 years)

Questar Capital Corporation

2014 - 2018 (4 years)

Questar Asset Management

2014 - 2024 (10 years)

Bridge Financial

2011 - 2014 (3 years)

Sagepoint Financial

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Disclosures

Please visit the SEC profile of Robert Grow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Securities, Inc

Bryan Petrucci
Melville, NY
Michelle Hallett
Denver, CO
Craig Miller
Raleigh, NC
Darin Gong
Des Moines, IA
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Martha Nielsen
Latham, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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