Unclaimed Profile

Scott Allen Christensen

PRINCIPAL ADVISED SERVICES, LLC·DES MOINES, Iowa

SIE, Series 27, Series 99TOCFAClean record7 years registeredPRINCIPAL ADVISED SERVICES, LLC

655 9TH STREET, DES MOINES, IA 50309CRD# 6462933Firm CRD# 297324

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Allen Christensen · DES MOINES, IA

Registration

CRD #6462933 · PRINCIPAL ADVISED SERVICES, LLC · 7 years registered

Brand Profile

Not yet started

Career History

PRINCIPAL ADVISED SERVICES

Dec 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 99TO

Registration record

First registered · December 14, 2018

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCIPAL ADVISED SERVICES, LLC

CRD 297324 · SEC 801-114432

AUM

$569M

Regulatory assets under management

Employees

140

11,801 client accounts

Services offered by PRINCIPAL ADVISED SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRINCIPAL ADVISED SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Allen Christensen offer?

Scott Allen Christensen specializes in Investment Management, Fee-Only Advisory. Contact their office in DES MOINES, Iowa for a consultation.

What are Scott Allen Christensen's credentials?

Scott Allen Christensen holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Allen Christensen located?

Scott Allen Christensen is based in DES MOINES, Iowa, working with PRINCIPAL ADVISED SERVICES, LLC. Their office serves clients in the DES MOINES metropolitan area and surrounding communities.

How does Scott Allen Christensen charge for services?

Scott Allen Christensen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCIPAL ADVISED SERVICES, LLC?

PRINCIPAL ADVISED SERVICES, LLC has approximately 140 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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