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Ryan Ann Haefs

Principal Advised Services

Saint Paul , MN

CRD 7425975

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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:

Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-08-12
MN RA APPROVED 2024-08-12
  • IA RA
    APPROVED
    Since 2024-08-12
  • MN RA
    APPROVED
    Since 2024-08-12

Branch Locations

Saint Paul , MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
La Crescent High School La Crescent MN 08/2014 06/2018
Rw Houser Ymca Onalaska WI 05/2017 05/2019
Able, Inc. La Crescent MN 07/2017 07/2018
The Court Above Main La Crosse WI 08/2018 06/2019
Hamline University Saint Paul MN 05/2020 04/2021
Total Wealth Advisors Minneapolis MN 06/2020 11/2021
Dependable Home Health Care Saint Paul MN 06/2019 12/2021
Associated Staffing New Hope MN 12/2021 08/2023
Principal Securities, Inc. New Hope MN 02/2022 Present
Principal Life Insurance New Hope MN 08/2023 Present
Principal Advised Services Minneapolis MN 06/2024 Present
  • 08/2014 → 06/2018
    La Crescent High School
    La Crescent, MN
  • 05/2017 → 05/2019
    Rw Houser Ymca
    Onalaska, WI
  • 07/2017 → 07/2018
    Able, Inc.
    La Crescent, MN
  • 08/2018 → 06/2019
    The Court Above Main
    La Crosse, WI
  • 05/2020 → 04/2021
    Hamline University
    Saint Paul, MN
  • 06/2020 → 11/2021
    Total Wealth Advisors
    Minneapolis, MN
  • 06/2019 → 12/2021
    Dependable Home Health Care
    Saint Paul, MN
  • 12/2021 → 08/2023
    Associated Staffing
    New Hope, MN
  • 02/2022 → Present
    Principal Securities, Inc.
    New Hope, MN
  • 08/2023 → Present
    Principal Life Insurance
    New Hope, MN
  • 06/2024 → Present
    Principal Advised Services
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
S63 Uniform Securities Agent State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2022-03-11
Other Names
  • Ryan Ann Haefs
  • Ryan Haefs

View on SEC IAPD

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