Brent Willis - Financial Advisor at Principal Financial Group

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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 solutions 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

As retirement inches closer, you may worry more about market cycles. These proactive ideas help you focus on your financ...
10/16/2026

As retirement inches closer, you may worry more about market cycles. These proactive ideas help you focus on your financial goals, not the news headlines.

As retirement inches closer, you may worry more about market cycles. These proactive ideas help you focus on your financial goals, not the news headlines.

Market volatility isn’t unusual, but that doesn’t mean it’s welcome. What can you do when it happens to help protect you...
10/14/2026

Market volatility isn’t unusual, but that doesn’t mean it’s welcome. What can you do when it happens to help protect your financial goals?

Market volatility isn’t unusual, but that doesn’t mean it’s welcome. What can you do when it happens to help protect your financial goals?

Learn how a 401(k) helps you save effortlessly by automatically contributing from each paycheck.
09/22/2026

Learn how a 401(k) helps you save effortlessly by automatically contributing from each paycheck.

Prepare for retirement with practical tips designed to help build savings, evaluate progress, and support long-term goals.

Learn why a guardianship plan is important and how you can set one up for your children
09/17/2026

Learn why a guardianship plan is important and how you can set one up for your children

Learn why a guardianship plan is important and how you can set one up for your children

Learn how to rebuild your emergency fund after job loss with practical savings strategies, common mistakes to avoid, and...
09/04/2026

Learn how to rebuild your emergency fund after job loss with practical savings strategies, common mistakes to avoid, and tips for regaining financial confidence.

Learn how to rebuild your emergency fund after job loss with practical savings strategies, common mistakes to avoid, and tips for regaining financial confidence.

Is that person asking for your information who they say they are? If something feels off, it probably is. Here’s how to ...
08/31/2026

Is that person asking for your information who they say they are? If something feels off, it probably is. Here’s how to tell.

Is that person asking for your information who they say they are? If something feels off, it probably is. Here’s how to tell.

Compare common budgeting methods, see who they may work best for, and choose an approach that fits you.
08/27/2026

Compare common budgeting methods, see who they may work best for, and choose an approach that fits you.

Compare common budgeting methods, see who they may work best for, and choose an approach that fits you.

Wondering how to save enough for retirement when there’s only one source of income between you and your spouse? A spousa...
08/24/2026

Wondering how to save enough for retirement when there’s only one source of income between you and your spouse? A spousal IRA can help.

Wondering how to save enough for retirement when there’s only one source of income between you and your spouse? A spousal IRA can help.

Time to shift from saving for retirement to taking income for retirement? The timing of your first required minimum dist...
08/20/2026

Time to shift from saving for retirement to taking income for retirement? The timing of your first required minimum distribution (RMD) can have an impact on your overall retirement picture.

Time to shift from saving for retirement to taking income for retirement? The timing of your first required minimum distribution (RMD) can have an impact on your overall retirement picture.

If you leave the workforce before age 65, you’ll have health insurance needs until you’re eligible for Medicare. Conside...
08/17/2026

If you leave the workforce before age 65, you’ll have health insurance needs until you’re eligible for Medicare. Consider your options and plan ahead to avoid surprise expenses.

If you leave the workforce before age 65, you’ll have health insurance needs until you’re eligible for Medicare. Consider your options and plan ahead to avoid surprise expenses.

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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