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Scott Fraungruber

Advisor at Principal Financial Services

Updated today

Location

Pierson, MI

Credentials

Series 63, Series 66

Industry experience

33 years

About

Scott Fraungruber is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Client services

Based on Principal Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Occupation focus

Based on Principal Financial Services

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)

Project-based
Subscriptions

Location

Pierson, MI

Most active in

Michigan · Texas

Work history

Principal Securities INC

2016 - Present (10 years)

PRINCIPAL LIFE INSURANCE COMPANY

1992 - Present (34 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brandon T

Series 7, Series 66

Cedar Springs, MI

Ameriprise

My job is to make personal finances boring. I'm not in the game of the newest and greatest ideas. I target results and proven time tested ways of doing it. My job is to be your personal trainer for finances. Not only giving guidance but behavioral help on how to truly make lasting impacts.

General retirement planning General tax planning Life insurance needs analysis General estate planning guidance Debt management Approaching retirement
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Jerome M

Series 65

Sparta, MI

Compound Value Advisers, LLC

Jerome Matecun is a financial advisor at Compound Value Advisers, LLC in Sparta, MI, holding a Series 65 designation with 16 years of industry experience. He previously worked at Exit Strategies Group Inc. from 2013 to 2019 and has been with Compound Value Advisers since 2013. Compound Value Advisers provides investment advisory and financial planning services to individuals, high-net-worth clients, business owners, trusts, estates, and corporate plan sponsors. The firm manages approximately $24.8 million across a small number of client accounts, employing a strategic asset allocation framework with diversified low-cost index funds and ETFs, discretionary portfolio management, and additional services including business valuations and retirement plan advisory.

Passive / index investing Options & derivatives strategies Real estate investing Founder/Business Owner
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Derrin L

Series 63, Series 65

Pierson, MI

Derrin Leigh LLC

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Active portfolio management Options & derivatives strategies Passive / index investing Real estate investing Founder/Business Owner
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Axel C

Series 63, Series 65

Greenville, MI

FIFTH THIRD SECURITIES, Inc.

Axel Contreras Luevano is a financial advisor with Fifth Third Securities, Inc. based in Greenville, MI. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to his advisory role, he worked at Fifth Third Bank and was involved in managing Flos Sports Bar for six years. Fifth Third Securities provides brokerage and investment advisory services to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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William M

Series 66

Howard City, MI

Edward Jones

William Mc Collum III is a financial advisor with Edward Jones in Howard City, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kameron O

Series 66

Cedar Springs, MI

Edward Jones

Kameron Olsen is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and served in the United States Marine Corps from 2016 to 2022 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors.

Retirement income strategy Founder/Business Owner Military & Veterans
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