Josh Herbst in

Josh Herbst

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Financial Representative, Principal Securities Registered Representative, Financial Advisor at Principal Financial Group
📍 Dubuque, Iowa, United States

Josh Herbst is a Financial Advisor with Principal Financial Group, bringing over 21 years of industry experience. He holds multiple FINRA licenses and a bachelors degree in finance from Clarke University. He also serves as the IFAPAC Director on the NAIFA-Iowa state board, advocating for the financial services industry.

Outside of work, Josh is an avid sports fan, particularly of the Iowa Hawkeyes, and enjoys attending games. He is a passionate golfer who frequently plays at Filmore Fairways in Dubuque. He also enjoys spending time with his dog, Bruno, and traveling to tropical destinations with his wife, Amber.

Unique fact: He is a graduate of the NAIFA Leadership and Life Institute, underscoring his commitment to industry leadership.

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Experience
25 Years
Current Role
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Job Level
Senior
Location
Dubuque, Iowa, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Josh cares about

Industry Advocacy
Serves as the IFAPAC Director for the NAIFA-Iowa state board, demonstrating a commitment to political advocacy for financial professionals.
Retirement Security
Shares content on topics like Social Security myths, indicating a focus on helping clients prepare for a confident retirement.
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Career

Work history

9-2017
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Principal Financial Group
7-2016 - 8-2017
Financial Services Executive
Charterpoint Wealth Strategies
2-2001 - 6-2016
Financial Advisor
MetLife
In the press

Media appearances

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Education
1997 - 2001
Bachelor’s Degree
Clarke University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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