Amanda Hayda Staples

Employer firm

Principal Asset Management CRD 109002

$428B regulatory AUM 137 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 12/2021
  Lockton Companies Llc
  Denver, CO
• 03/2016 → 12/2021
  Lockton Financial Advisors Llc
  Denver, CO
• 03/2016 → 12/2021
  Lockton Investment Advisors Llc
  Denver, CO
• 12/2021 → 03/2026
  Creative Planning, Llc
  Overland Park, KS
• 03/2026 → Present
  Principal Asset Management
  Denver, CO
• 03/2026 → Present
  Principal Funds Distributor
  Denver, CO

Previous Registrations

• 2021-12-17 → 2026-04-06
  Creative Planning
  Denver, CO
  Overland Park, KS
  Denver, CO
• 2016-03-17 → 2021-12-31
  Lockton Investment Advisors, Llc
  Denver, CO
  Overland Park, KS
• 2015-01-06 → 2016-02-09
  Robert W. Baird & Co. Incorporated
  Denver, CO
• 2011-01-10 → 2014-12-18
  Mmc Securities Llc
  Denver, CO
• 2008-12-22 → 2010-12-08
  Waddell & Reed
  Las Vegas, NV
• 2008-10-31 → 2008-12-17
  Strategies Capital Management
  Denver, CO

Other Businesses

Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-26
• S65 Uniform Investment Adviser Law Examination
  2008-10-30

Other Names

• Amanda Lani Hayda
• Amanda Hayda
• Amanda Lani Hayda