Brandy Sue Lamp

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1991 → 12/2017
  Self-Employment
  Des Moines, IA
• 06/1997 → Present
  Principal Life Insurance Company
  Urbandale, IA
• 07/1997 → 04/2019
  Princor Financial Services Corporation
  Des Moines, IA
• 04/2019 → Present
  Principal Advised Services
  Urbandale, IA
• 08/2023 → Present
  Principal Securities Inc
  Urbandale, IA

Previous Registrations

• 2000-01-10 → 2019-04-05
  Principal Securities, Inc.
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-09-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Brandy Sue Burbridge