PRINCIPAL ADVISED SERVICES, LLC

PRINCIPAL ADVISED SERVICES
DES MOINES, Iowa·25 registered advisors·CRD# 297324
SEC# 801-11443246866-412-0770
01

Firm Overview

AUM
$569M
Regulatory assets under management
Employees
140
Total firm employees
Advisors
25
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at PRINCIPAL ADVISED SERVICES, LLC

25 registered advisors
Amy M Montford
DES MOINES, Iowa
Aniket Sarkar
DES MOINES, Iowa
Barbara Wenig
DES MOINES, Iowa
Brian Steven Ness
DES MOINES, Iowa
Cindy Kae Olson
DES MOINES, Iowa
Danna M Robinson Saathoff
DES MOINES, Iowa
Eric Vanderleek
DES MOINES, Iowa
Gregory Scott Long
DES MOINES, Iowa
Heather Blake Winston
DES MOINES, Iowa
Janet Loretta Fossell
DES MOINES, Iowa
Janis Jean Winterhof
DES MOINES, Iowa
Justin Miller Deasy
DES MOINES, Iowa
Kori Diane Cusick
DES MOINES, Iowa
Leanne Marie Valentine
DES MOINES, Iowa
Mamadou Sow
DES MOINES, Iowa
Megan Elizabeth Jennings
DES MOINES, Iowa
Melissa Dawn Crew
DES MOINES, Iowa
Nicole Danielle Erario
DES MOINES, Iowa
Nisha R Suresh
DES MOINES, Iowa
Robert Arthur Cavallaro
DES MOINES, Iowa
Ryan Douglas Downing
DES MOINES, Iowa
Sara Jo Wiener
DES MOINES, Iowa
Scott Allen Christensen
DES MOINES, Iowa
Susan Marie Sachatello
DES MOINES, Iowa
Wendy Kaye Papenberg
DES MOINES, Iowa
05

Office Locations

DES MOINES, Iowa
25 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.