Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
New
Dane Lofquist
Financial advisor at Principal Securities
Dane Lofquist is a fiduciary financial advisor in Overland Park, Kansas, registered since Jul 2026. Dane joined Principal Securities in 2026, 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 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
ExperienceNew to the profession (since Jul 2026)
How that compares ?New to the profession
Office11101 Switzer Rd Suite 100, Overland Park, KS 66210
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.
Career
- Aug 2026 – nowPrincipal Securities, Inc.Current firm
Contact Dane
Local office(913) 317-6611Ask for Dane. (888) 774-6267Main office · Des Moines, IA 11101 Switzer Rd Suite 100Overland Park, KS 66210Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Dane
Tailored to Dane’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
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About Dane
How do I contact Dane?
Call Dane’s local office at (913) 317-6611 or the Principal Securities main office at (888) 774-6267, and ask for Dane Lofquist.
How long has Dane been a financial advisor?
Dane is new to the profession, registered since Jul 2026, and holds 2 licenses.
What licenses does Dane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Dane 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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