Synergy Advisory Group

At Synergy Advisory Group, our mission is to help you better understand, and then plan, for greater financial security. Our belief is that working with a professional financial advisor to pursue financial goals provides both better opportunities and greater financial rewards. Our Principal Financial advisors Brian Long, Ken Gellerstedt, and Jennifer Torgrude bring a combined 50+ years of financial planning experience to provide the expertise needed to assist you in building your financial strategies now and in the future. If you're searching for a financial advisor to help with any of the following personal or business financial planning services, you've come to the right place: Insurance Investments Planning services Individual retirement planning Employer retirement plans Business succession Special Needs Planning Estate transfer College Education Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), 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. Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392. Emmett Long, Kate Thome and Brian Long, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Synergy Advisory Group is not an affiliate of any company of the Principal Financial Group. 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 is 71161.