Ameriprise Financial Services
47yrs
Top advisor by experience in Leawood
13yrs
Evan Federman
Financial advisor at Principal Securities
Evan Federman is a fiduciary financial advisor in Leawood, Kansas, with 13 years in the industry. After eight years at Valic Financial Advisors and a year at Edward Jones, Evan joined Principal Securities in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Principal Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 484 advisors with offices in Leawood, and one of 449 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
OfficeLeawood, KS
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?2 states
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowPrincipal Securities, Inc.Current firm
- 2014 – 2023Valic Financial Advisors, Inc.Previously
- Sep 2013 – Nov 2014Edward JonesPreviously
Questions to ask Evan
Tailored to Evan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Evan
How do I contact Evan?
Call Principal Securities at (888) 774-6267 and ask for Evan Federman. Evan works from the Leawood, KS office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Evan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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