Craig J Engel

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

• 08/2012 → 08/2018
  Edelman Financial Services
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 09/2019
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 06/2020 → 03/2022
  Allstate
  Crown Point, IN
• 10/2019 → 05/2020
  Unemployed
  Crown Point, IN
• 05/2019 → 05/2022
  Binary Star Pictures. Llc
  Crown Point, IN
• 03/2022 → Present
  Principral Life Insurance Company
  Crown Point, IN
• 05/2022 → Present
  Principal Securities, Inc.
  Crown Point, IN
• 10/2022 → Present
  Principal Advised Services
  Crown Point, IN

Previous Registrations

• 2020-06-22 → 2022-02-15
  Allstate Financial Advisors, Llc
  Merrillville, IN
  Crown Point, IN
• 2018-11-01 → 2019-09-16
  Edelman Financial Engines
  Oak Brook, IL
• 2013-01-01 → 2018-11-01
  Edelman Financial Services, Llc
  Oak Brook, IL
  Fairfax, VA

Other Businesses

**BINARY STAR ENTERTAINMENT POSITION: Subcontractor/performer NATURE: Weekend entertainment, completely outside of the financial business INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/28/2022 ADDRESS: 1616 SUNNYSLOPE DR, CROWN POINT IN 46307-9314, United States DESCRIPTION: Private and corporate entertainment, Kids parties, festivals, trade shows. Nothing related to finacial companies. **PORTER COUNTY ELECTIONS & REGISTRATION POSITION: Elections Inspector NATURE: Elections/poll inspector INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 04/10/2024 ADDRESS: 155 Franklin St, Valparaiso IN 46383, United States DESCRIPTION: Work polls for early and regular voting, to ensure orderly balloting for all local citizens. **WEST PORTER FIRE PROTECTION DISTRICT POSITION: Board of Trustees NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2024 ADDRESS: 745 W. 275 South, Hebron IN 46341, United States DESCRIPTION: Board to create a fire district for my community and the 35 sq. mile surrounding area. I am a former Hospital Corpsman, firefighter, EMT, and of course, veteran. I am being actively recruited for this position.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-11-02
• S65 Uniform Investment Adviser Law Examination
  2012-12-29

Other Names

• Craig John Engel