Kyle Joseph Machiz

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

• 09/2021 → 02/2023
  The Vanguard Group Inc
  Scottsdale, AZ
• 04/2021 → 06/2021
  Cloth And Flame
  Phoenix, AZ
• 06/2019 → 04/2021
  Turo
  Phoenix, AZ
• 06/2018 → 11/2019
  Self Employed
  Tempe, AZ
• 04/2017 → 04/2018
  Genesis Holding Company
  Scottsdale, AZ
• 06/2015 → 04/2017
  The Hartford Insurance Group
  Phoenix, AZ
• 07/2021 → 02/2022
  Self Employed
  Scottsdale, AZ
• 03/2023 → 07/2023
  Morgan Stanley
  Gilbert, AZ
• 08/2023 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greeley, CO
• 09/2023 → 07/2024
  Bank Of America N.A.
  Greeley, CO
• 11/2024 → 07/2026
  Wells Fargo Clearing Services, Llc
  Fort Collins, CO
• 11/2024 → 07/2026
  Wells Fargo Bank, Na
  Fort Collins, CO
• 07/2024 → 07/2026
  Instacart
  Fort Collins, CO
• 07/2026 → Present
  Principal Securities, Inc.
  Timnath, CO
• 07/2026 → Present
  Principal Life Insurance Company
  Timnath, CO
• 07/2026 → Present
  Principal Bank
  Timnath, CO
• 07/2026 → Present
  Principal Advised Services
  Timnath, CO

Previous Registrations

• 2024-12-13 → 2026-07-13
  Wells Fargo Clearing Services, Llc
  Fort Collins, CO
  Denver, CO
• 2023-09-12 → 2024-07-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
  Greeley, CO
  Fort Collins, CO
  Greeley, CO
  Greeley, CO
• 2023-04-03 → 2023-08-24
  Morgan Stanley
  Gilbert, AZ

Other Businesses

INSTACART POSITION: Driver/shopper NATURE: Driver INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2024 ADDRESS: 5099 Long Dr, Timnath CO 80547, United States DESCRIPTION: Role is a driver for Instacart, delivering groceries and other retail goods to the general public. Working hours are at my own discretion and do not interfere with working hours for my position with Principal.

Exams

• S66 Uniform Combined State Law Examination
  2023-04-03
• S63 Uniform Securities Agent State Law Examination
  2021-11-22

Other Names

• Kyle Machiz
• Kyle Joseph Machiz