Michael Bennett

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

• 11/2019 → 07/2020
  Transamerica Investors Securities Corporation
  Cedar Rapids, IA
• 07/2015 → 06/2019
  Cvs Health
  Cedar Rapids, IA
• 08/2018 → 05/2021
  Anapady Llc
  Cedar Rapids, IA
• 10/2017 → 02/2018
  Cedar Rapids Community School District
  Cedar Rapids, IA
• 11/2019 → 07/2020
  Transamerica Life Insurance Company
  Cedar Rapids, IA
• 08/2020 → 12/2020
  Thrivent Investment Management Inc
  Omaha, NE
• 08/2020 → 12/2020
  Thrivent Financial
  Appleton, WI
• 05/2021 → 09/2023
  Valic Financial Advisors
  Houston, TX
• 06/2019 → 11/2019
  Ryan Motors Llc
  Cedar Rapids, IA
• 12/2022 → 09/2023
  Agia
  Houston, TX
• 05/2023 → 01/2026
  Iowa Jet Ski Llc
  Cedar Rapids, IA
• 04/2024 → 09/2025
  Nationwide Investment Services Corporation
  Columbus, OH
• 01/2026 → Present
  Principal Life Insurance Company
  Cedar Rapids, IA
• 01/2026 → Present
  Princiapl Securities, Inc.
  Cedaer Rapids, IA
• 01/2026 → Present
  Principal Advised Services
  Cedar Rapids, IA

Previous Registrations

• 2024-05-05 → 2025-09-09
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2021-05-18 → 2023-10-06
  Valic Financial Advisors, Inc.
  Cascade, IA
  Houston, TX
  Cedar Rapids, IA
• 2020-10-15 → 2020-12-18
  Thrivent Investment Management Inc.
  Omaha, NE

Other Businesses

IOWA JET SKI POSITION: owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 5563 Williams Blvd SW, Cedar Rapids IA 52404, United States DESCRIPTION: Open LLC, no longer doing business as of 12/01/2025. Keeping LLC active due to advice from accountant. 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: 01/06/2026 ADDRESS: 711 High St., Des Moines IA 50392, United States DESCRIPTION: As part of Individual Solutions, this is OBA for my IAR with PAS. 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: 01/05/2026 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
  2020-10-14

Other Names

• Michael Benjamin Bennett
• Michael Bennett
• Michael B Bennett