Rebecca Sue Landa

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

• 12/2003 → 07/2017
  Ww Grainger
  Waterloo, IA
• 07/2017 → 07/2018
  Unemployed
  Waterloo, IA
• 07/2017 → 12/2017
  Full Time Student
  Waterloo, IA
• 07/2018 → Present
  Principal Life Insurance Company
  Des Moines, IA
• 07/2018 → Present
  Principal Securities Inc
  Des Moines, IA
• 04/2025 → Present
  Principal Advised Services
  Cedar Rapids, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-15
• S63 Uniform Securities Agent State Law Examination
  2024-10-18

Other Names

• Rebecca S Hellman
• Rebecca Sue Hellman