Ryan Michael Trenz

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

• 06/2018 → 03/2021
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 06/2018 → 09/2018
  Disys
  St Louis, MO
• 08/2017 → 05/2018
  Manchester Storm
  Manchester
• 04/2016 → 08/2017
  Alaska Aces
  Anchorage, AK
• 03/2021 → 09/2024
  Citigroup
  St. Louis, MO
• 09/2024 → Present
  Principal Life Insurance Company
  Saint Louis, MO
• 09/2024 → Present
  Principal Securities, Inc.
  Saint Louis, MO
• 10/2024 → Present
  Principal Advised Services
  Saint Louis, MO

Previous Registrations

• 2021-04-01 → 2024-10-14
  Citigroup Global Markets Inc.
  O'FAllon, MO
  O'FAllon, MO
  St. Louis, MO
• 2018-08-31 → 2021-03-25
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

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: 130 START DATE: 09/30/2024 ADDRESS: 2621 Sublette Avenue, Saint Louis MO 63139, 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 ADVISED SERVICES POSITION POSITION: Investment Advisor Representative NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2022 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Investment Adviser Representative of a Registered Investment Adviser that facilitates investment advice to its customers. Compensation is from combined role with Principal on behalf of the Principal Securities, Principal Bank and Principal Advised Services entities. **PRINCIPAL BANK POSITION POSITION: Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/21/2021 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
  2018-08-31

Other Names

• Ryan Trenz