Cetera Investment Advisers
42yrs
Top advisor by experience in Chippewa Falls
3yrs
David Glenz
Financial advisor at Principal Securities
Based in Chippewa Falls, Wisconsin, David Glenz is a fiduciary financial advisor with 3 years of industry experience. David has been with Principal Securities since 2025; before that, David spent two years at Edward Jones. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 30 advisors with offices in Chippewa Falls, and one of 27 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeChippewa Falls, WI
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 ?1 state
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
- Dec 2025 – nowPrincipal Securities, Inc.Current firm
- Jan 2024 – Nov 2025Edward JonesPreviously
Contact David
Chippewa Falls, WIOffice · Get directions Firm main line(888) 774-6267Headquarters: Principal Securities · Des Moines, IA X (Twitter) pagePrincipal SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 David
How do I contact David?
Call Principal Securities at (888) 774-6267 and ask for David Glenz. David works from the Chippewa Falls, WI office.
How long has David been a financial advisor?
David has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David 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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