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PRINCIPAL ADVISED SERVICES, LLC
PRINCIPAL ADVISED SERVICES, LLC
PRINCIPAL ADVISED SERVICES
DES MOINES, Iowa
·
11 registered advisors
·
CRD# 297324
SEC# 801-114432
46
866-412-0770
01
Firm Overview
AUM
$569M
Regulatory assets under management
Employees
140
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PRINCIPAL ADVISED SERVICES, LLC
11 registered advisors
Amy M Montford
DES MOINES, Iowa
CRD# 3171430
Barbara Wenig
DES MOINES, Iowa
CFA
CRD# 5412981
Eric Vanderleek
DES MOINES, Iowa
CRD# 2891374
Heather Blake Winston
DES MOINES, Iowa
CRD# 4174715
Janet Loretta Fossell
DES MOINES, Iowa
CRD# 2278981
Kori Diane Cusick
DES MOINES, Iowa
CRD# 2133755
Melissa Dawn Crew
DES MOINES, Iowa
CRD# 4107106
Nicole Danielle Erario
DES MOINES, Iowa
CRD# 6520474
Robert Arthur Cavallaro
DES MOINES, Iowa
CRD# 2755893
Sara Jo Wiener
DES MOINES, Iowa
CRD# 4441038
Scott Allen Christensen
DES MOINES, Iowa
CFA
CRD# 6462933
05
Office Locations
DES MOINES, Iowa
11 advisors
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Data sourced from SEC Form ADV filings. PRINCIPAL ADVISED SERVICES, LLC (CRD# 297324) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.