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North Texas locations & financial professionals

Principal® Financial Network of North Texas
Addison

5080 Spectrum Dr., Suite 1200E
Addison, TX 75001
972-980-9990
Directions to the Addison office

Fitzroy Daley
daley.fitzroy@principal.com
469-490-2076
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Brian Helm
helm.brian@principal.com
214-995-7612
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Kamal Kaushal, CLU®, LUTCF®, MBA
kaushal.kamal@principal.com
972-581-8768
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Herman J. Luette, RICP®, FSCP®, LUTCF®, CLTC®
herman@luettefs.com
469-373-2939
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Website

Lauren D. Luette, FSCP®, CLTC®
lauren@luettefs.com
972-366-5175
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Website

Craig Mercer
mercer.craig@principal.com
972-581-8760
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John Noey
noey@txtaxfin.com
972-581-8786
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Website

Danny O'Connell
doconnell@nextlevel.agency
469-329-0777
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Jason Sandler
sandler.jason@principal.com
214-725-7519

David Sims
dsims@tentalentswm.com
972-581-8755
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Website

David Stephenson
stephenson.david@principal.com
214-616-8726
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Lane E. Weitz, CRPS®
weitz.lane@apexrpc.com
972-581-8788
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Colleyville

4109 Gateway Court, Suite 100
Colleyville, TX 76034
817-934-5288
Directions to the Colleyville office
Fort Worth

6500 West Freeway, Suite 555
Fort Worth, TX 76116
817-731-5500
Directions to this Fort Worth office

Janet Ansley
ansley.janet@principal.com
432-556-5425

 

Lee Boley
lee@mwwealthmanagers.com
682-233-7005
Website

Joyce Bramlett
bramlett.joyce@principal.com
817-612-9230

Justin Graves
graves.justin@principal.com
817-731-5521
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Brendan Johnson
johnson.brendan@principal.com
817-753-8594
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Scott Kimmel
kimmel.scott@principal.com
817-731-5531
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Cory McCune
cory@mwwealthmanagers.com
682-233-7001
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Website

James Park
james@mwwmanagers.com
682-297-3497
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Website

Scott Steger
steger.scott@principal.com
817-406-5935
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Tom Takes
takes.tom@principal.com
817-731-5506 x238

Dustin Thebo
thebo.dustin@principal.com
817-440-4058
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Bret Whiteley
bret@mwwealthmanagers.com
817-501-9448
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Website
Southlake

1207 S. White Chapel Blvd., Suite 125
Southlake, TX 76092
817-917-7248
Directions to the Southlake office

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The Financial Professionals in the Principal® Financial Network of North Texas are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

This site is not a solicitation of interest in any of these products in any other state. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of Principal Securities® who are part of the Principal® Financial Network of North Texas may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator. 

Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.