Zion Odongi Yugu Oromo

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

• 08/2013 → 05/2017
  Dowling Catholic High School
  West Des Moines, IA
• 07/2016 → 06/2019
  Quiktrip
  Des Moines, IA
• 06/2017 → 09/2017
  Enterprise Holdings
  Des Moines, IA
• 04/2018 → 05/2019
  Ellsworth Community College
  Iowa Falls, IA
• 06/2019 → 02/2022
  Enterprise Holdings
  Des Moines, IA
• 02/2022 → 08/2022
  Enterprise Rent=A=Car
  Urbandale, IA
• 08/2022 → 11/2022
  Traingle Financial Services
  W Des Moines, IA
• 11/2022 → Present
  Principal Life Insurance
  Des Moines, IA
• 01/2023 → Present
  Principal Securties, Inc.
  Des Moines, IA
• 04/2024 → Present
  Principal Advised Services
  West Des Moines, IA

Other Businesses

***PRINCIPAL ADVISED SERVICES POSITION: Retirement 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: 02/27/2023 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-18
• S63 Uniform Securities Agent State Law Examination
  2023-02-04

Other Names

• Zion O Oromo
• Zion Oromo