Brent Willis - Financial Advisor at Principal Financial Group

Brent Willis - Financial Advisor at Principal Financial Group We consult and collaborate with you to plan for your financial future. That's where I come in.

Principal Securities Registered Representative
Senior Financial Representative
Financial Advisor
FINRA Series 6, 7, 63 and 65 securities registrations

You're used to being prepared, and you know that planning and organization are potential keys to success. You owe it to yourself and your family, then, to make sure you've examined all aspects of your financial life. I can help you customize soluti

ons designed to help you meet your goals, regardless of their size, scope, and no matter how close you are. Offering Services: 401(k), SEP and Simple IRA's, Annuities, Buy-Sell Reviews, Income Protection, Employee Benefits, Investment Education, IRA's (Traditional and Roth), Estate Planning Strategies, Life Insurance, Long-term Care Insurance, Retirement account reviews, Retirement Income, Succession Planning, Wealth Accumulation Strategies

With the right tools and resources, including tips on investing beyond your 401(k), you can map out a personalized finan...
06/16/2026

With the right tools and resources, including tips on investing beyond your 401(k), you can map out a personalized financial plan from start-to-finish to help you succeed on all your financial goals .

With the right tools and resources, including tips on investing beyond your 401(k), you can map out a personalized financial plan from start-to-finish to help you succeed on all your financial goals .

There are alternatives to using retirement savings for debt repayment that help protect your budget and your financial p...
06/04/2026

There are alternatives to using retirement savings for debt repayment that help protect your budget and your financial progress.

There are alternatives to using retirement savings for debt repayment that help protect your budget and your financial progress.

Cost is just one aspect of the benefits package you receive through your employer. You can find out more about what’s of...
05/26/2026

Cost is just one aspect of the benefits package you receive through your employer. You can find out more about what’s offered and how you can use benefits for practical help in your daily life.

Cost is just one aspect of the benefits package you receive through your employer. You can find out more about what’s offered and how you can use benefits for practical help in your daily life.

An annuity can offer a guaranteed source of income in retirement that can help you both close a retirement income gap or...
05/15/2026

An annuity can offer a guaranteed source of income in retirement that can help you both close a retirement income gap or simply provide a stable source of funds in your post-work years.

An annuity can offer a guaranteed source of income in retirement that can help you both close a retirement income gap or simply provide a stable source of funds in your post-work years.

Asset allocation serves as a useful retirement planning tool to help you manage market uncertainty, build resilience in ...
05/12/2026

Asset allocation serves as a useful retirement planning tool to help you manage market uncertainty, build resilience in your investments, and respond to changing financial goals.

Asset allocation serves as a useful retirement planning tool to help you manage market uncertainty, build resilience in your investments, and respond to changing financial goals.

Starting a new job is exciting—with lots of to-dos, such as benefit and retirement plan enrollment. This helpful checkli...
05/07/2026

Starting a new job is exciting—with lots of to-dos, such as benefit and retirement plan enrollment. This helpful checklist gets you off to a good start on day one.

Starting a new job is exciting—with lots of to-dos, such as benefit and retirement plan enrollment. This helpful checklist gets you off to a good start on day one.

A bear market, characterized by a 20% drop in market values, offers an opportunity to evaluate your finances and investi...
05/04/2026

A bear market, characterized by a 20% drop in market values, offers an opportunity to evaluate your finances and investing—not make short-term, emotional changes.

A bear market, characterized by a 20% drop in market values, offers an opportunity to evaluate your finances and investing—not make short-term, emotional changes.

Asset allocation helps to balance your investment choices to help you meet your goals and time horizon, as well as align...
04/30/2026

Asset allocation helps to balance your investment choices to help you meet your goals and time horizon, as well as align with your risk tolerance.

Asset allocation helps to balance your investment choices to help you meet your goals and time horizon, as well as align with your risk tolerance.

Looking for signs it’s time to retire? These questions may help you solidify if financial and emotional pieces point to ...
04/27/2026

Looking for signs it’s time to retire? These questions may help you solidify if financial and emotional pieces point to “yes.”

Looking for signs it’s time to retire? These questions may help you solidify if financial and emotional pieces point to “yes.”

A few questions can help you choose the beneficiaries for your retirement account that help ensure your savings are used...
04/24/2026

A few questions can help you choose the beneficiaries for your retirement account that help ensure your savings are used as you intend.

A few questions can help you choose the beneficiaries for your retirement account that help ensure your savings are used as you intend.

Address

328 Washington Street
Decorah, IA
52101

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

Telephone

+15633824008

Website

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