Kyle Dennis Skinner, AIF | Financial Professional | Carroll, Iowa | PRINCIPAL SECURITIES, INC.

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

AIF®

Accredited Investment Fiduciary

Years of Experience

11 years registered in the securities industry

Current & Past Employments

Current

PRINCIPAL SECURITIES, INC.Current·CRD# 1137

RIA

BD

1. 223 W 5th St, Carroll, IA 514012. 6701 Westown Pkwy Ste 200, West Des Moines, IA 50266

August 11, 2015 - Present

PRINCIPAL SECURITIES, INC.Current·CRD# 1137

RIA

BD

1. 223 W 5th St, Carroll, IA 514012. 6701 Westown Pkwy Ste 200, West Des Moines, IA 50266

July 27, 2015 - Present

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Current Firm

PRINCIPAL SECURITIES, INC.

BLC EQUITY SERVICES CORPORATION | PRINCOR FINANCIAL/ SERVICES CORPORATION | PRINCOR FINANCIAL SERVICES CORPORATION | PRINCIPAL SECURITIES, INC. | PRINCIPAL FINANCIAL SERVICES CORPORATION

CRD#: 1137 / SEC#: 801-54949, 8-13975

RIA

Registered Investment Advisory firm - SEC (10/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

711 High Street, Des Moines, IA 50392

Mailing Address

Principal Financial Group 711 High Street, Des Moines, IA 50392-2080

Phone Number

(888) 774-6267

Established

Iowa since 05/01/1968

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Large

# of Employees

1,464

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PRINCIPAL DIRECT ADVISORY ACCOUNT FIRM BROCHURE (3/30/2026)

RETIREMENT PLAN CONSULTING (3/30/2026)

PRINCIPAL FINANCIAL PLANNING & CONSULTING SERVICES FIRM BROCHURE (3/30/2026)

PRINCIPAL MANAGED ACCOUNT SOLUTIONS WRAP FEE PROGRAM BROCHURE (3/30/2026)

Direct owners and executive officers

Name	Position	CRD#
PRINCIPAL FINANCIAL SERVICES, INC.	OWNER	—
AGRAWAL, VIVEK	DIRECTOR	8050381
CLAIRE, CHAD THOMAS	CHIEF INFORMATION OFFICER	7219218
DROGAN, THOMAS JOHN	CHIEF COMPLIANCE OFFICER	2760482
FRIEDRICH, AMY CHRISTINE	DIRECTOR	7097797
LAWLER, CODY ANTHONY	HEAD OF SUPERVISION, HEAD OF OPERATIONS	5162072
MCCULLUM, KENNETH ALLEN	DIRECTOR	4695257
MURRAY, MICHAEL FRANCIS	PRESIDENT/CHIEF EXECUTIVE OFFICER/CHAIR	2074275
RANTS, DOUGLAS JOHN	CHIEF INFORMATION SECURITY OFFICER	7148529
ROBERTS, DAWN MARIE	CHIEF FINANCIAL OFFICER	7929617
SCHELHAAS, NATHAN PAUL	DIRECTOR	7275495
SPADAFORA, CRAIG ALAN	SENIOR VICE PRESIDENT / HEAD OF ADVISORY AND PLATFORM	3184320
VANWINKLE, DANIEL SIMON	PSI AML OFFICER	4715191

Regulatory Assets Under Management

Total Number of Accounts

68,981

AUM (Assets Under Management)

$17,024,265,096

Disclosures

Regulatory Event

9

Arbitration

3

Bond

3

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/28/2026	Cover Page	Report
09/26/2025	Cover Page	Report
10/28/2024	Cover Page	Report
11/28/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

**Fixed insurance, Life, Annuities, DI, LTC, 2/19/16. **KS Financial LLC; Not Investment Related; West Des Moines, IA; Owner; LLC to file taxes through as an S-Corp, Sole owner; Start Date: 09/01/2020; na hrs per month; na during trading hours. **STRUCTURED ATTORNEY FEES POSITION: Agent NATURE: Structured Settlements INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/20/2023 ADDRESS: 6701 Westown Pkwy, Suite #200, West Des Moines IA 50266, United States DESCRIPTION: This OBA is for helping attorneys structure their fees to defer taxes using SPIA & DIA products. We will be paid from the insurance companies. We will be split on the cases and we will not be paid via referral fees. Our primary duties will be assisting in the design and implementation of the products with no ongoing service. Any conversations with attorneys regarding this will be outside of securities conversations. **INSURANCE / Journey Financial Advisors (DBA) POSITION: Financial Advisor NATURE: Life Insurance, Mutual funds/securities/VA/VL, Financial Strategies, annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/15/2025 ADDRESS: 6701 Westown Pkwy, Suite 200, West Des Moines IA 50266, United States DESCRIPTION: We will be working with clients/prospects from the bank to help them plan and prepare for retirement. Invest money and cover life insurance needs.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRINCIPAL SECURITIES, INC.

BLC EQUITY SERVICES CORPORATION | PRINCOR FINANCIAL/ SERVICES CORPORATION | PRINCOR FINANCIAL SERVICES CORPORATION | PRINCIPAL SECURITIES, INC. | PRINCIPAL FINANCIAL SERVICES CORPORATION

CRD#: 1137 / SEC#: 801-54949, 8-13975

RIA

Registered Investment Advisory firm - SEC (10/10/1997 Approved)

BD

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(5/20/2020)

RR

Arkansas
(3/15/2022)

RR

California
(6/27/2022)

RR

Colorado
(2/8/2021)

RR

Florida
(12/7/2023)

RR

Illinois
(9/29/2021)

RR

Indiana
(4/20/2017)

RR

Iowa
(8/11/2015)

IAR

Iowa
(8/11/2015)

RR

Kansas
(5/19/2017)

RR

Kentucky
(9/5/2025)

RR

Louisiana
(2/2/2022)

RR

Minnesota
(7/5/2017)

RR

Missouri
(8/25/2016)

RR

Montana
(9/11/2025)

RR

Nebraska
(4/24/2017)

RR

Nevada
(2/4/2016)

RR

North Carolina
(2/8/2021)

RR

Oklahoma
(12/3/2024)

RR

Pennsylvania
(3/7/2025)

RR

South Dakota
(3/22/2018)

RR

Tennessee
(9/5/2025)

RR

Texas
(1/16/2019)

IAR

Texas
(3/8/2021)

RR

Virginia
(1/3/2023)

RR

Wisconsin
(1/16/2019)

RR

Wyoming
(10/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.