Angela Denise Bailiff

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

• 12/2012 → Present
  Principal Life Insurance Company
  Des Moines, IA
• 12/2012 → Present
  Principal Securities, Inc.
  Des Moines, IA
• 04/2024 → Present
  Principal Advised Services
  Des Moines, IA

Other Businesses

**PRINCIPAL ADVISED SERVICES POSITION: Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/17/2015 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: 1. Principal role includes accountability for sales of bank deposit products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-26
• S63 Uniform Securities Agent State Law Examination
  2015-12-31

Other Names

• Angela Denise Hamilton
• Angela Denise Cleaver