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

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.

Later in your career, you may be thinking about ways to maximize income. Let's explore how you can build momentum and ma...
07/27/2026

Later in your career, you may be thinking about ways to maximize income. Let's explore how you can build momentum and make the most of the time you have left to save.

July 10, 2026 What's next? How are you progressing toward your retirement goals? Log in to principal.com to see how you’re doing. View Retirement tagged articles in the Learn listing.

By mid-career, life is often full. You may be earning more, but likely have more expenses, too. Let’s explore small step...
07/20/2026

By mid-career, life is often full. You may be earning more, but likely have more expenses, too. Let’s explore small steps you can take to help increase your retirement savings—even with competing priorities.

July 10, 2026 What's next? How are you progressing toward your retirement goals? Log in to principal.com to see how you’re doing. View Retirement tagged articles in the Learn listing. View Retirement tagged articles in the Learn listing.

If you’re not sure where to begin when saving for the future, you’re not alone. Let’s explore a few simple money moves y...
07/15/2026

If you’re not sure where to begin when saving for the future, you’re not alone. Let’s explore a few simple money moves you can make right now that may make a difference in your financial future. We’ll help you get started.

July 10, 2026 What's next? How are you progressing toward your retirement goals? Log in to principal.com to see how you’re doing. View Retirement tagged articles in the Learn listing. View Retirement tagged articles in the Learn listing.

Three additional options can help you put away more to help you reach your retirement goals.
07/13/2026

Three additional options can help you put away more to help you reach your retirement goals.

Three additional options can help you put away more to help you reach your retirement goals.

Six key moments in life—a raise, a reduction in debt, for example—offer opportunities for you to adjust and increase the...
07/09/2026

Six key moments in life—a raise, a reduction in debt, for example—offer opportunities for you to adjust and increase the amount you’re contributing to retirement savings.

Just a 1% increase in your 401(k) contribution can make a big difference. Learn how making the most of your retirement plan now could help ensure your golden years are even more golden.

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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