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Kyle Nicholson

Investment Adviser Representative at Principal Securities, Inc.

Grand Rapids, MICRD #8251447Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle Nicholson is an investment adviser representative with Principal Securities, Inc. in Grand Rapids, MI, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.

Office

3196 Kraft Ave Se, Ste 101
Grand Rapids, MI 49512

Advisors at this office: 18

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
1 state or territory

Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/27/2026
Series 7
General Securities Representative Examination
Passed 4/27/2026
SIE
Securities Industry Essentials Examination
Passed 3/6/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Principal Securities, Inc.Current
6/3/2026 – Grand Rapids, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Unemployed
    Jan 2025 – Mar 2026Grand Rapids, MI
  2. Nicholson Agency LLC
    Dec 2023 – Jan 2025Grand Rapids, MI
  3. Gray Insurance Agency Inc
    Jun 2018 – Dec 2023Grand Rapids, MI
  4. Two Men and a Truck
    Apr 2016 – Jun 2018Grand Rapids, MI
  5. Principal Life Insurance Company
    Mar 2026 – no end date reportedGrand Rapids, MI
  6. Principal Securities, Inc.
    Mar 2026 – no end date reportedGrand Rapids, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Principal Securities, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,635
Offices listed on AdvisorFinder:
26
Main office:
Des Moines, IA
SEC file number:
801-54949

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 30, 2026

View full firm profile

Other advisors at Principal Securities, Inc.

Showing 12 of 1,635 in the directory

View Principal Securities, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Nicholson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kyle Nicholson (Principal Securities) - Fees & Credentials