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Principal Advised Services CRD 297324
$1.42B regulatory AUM 16,537 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
655 9Th Street, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-10 |
| IA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Fort Wayne | IN | 10/2013 | 05/2025 |
| Lincoln Financial Distributors, Inc. | Fort Wayne | IN | 05/2024 | 05/2025 |
| Principal Securities, Inc. | Fort Wayne | IN | 06/2025 | Present |
| Principal Life Insurance Company | Fort Wayne | IN | 05/2025 | Present |
| Principal Advised Services | Fort Wayne | IN | 05/2025 | Present |
HOMESTEAD GIRLS LACROSSE POSITION: Board Member At-Large / Coach NATURE: Coach INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2026 ADDRESS: 10521 River Birch Run, Fort Wayne IN 46814-9561, United States DESCRIPTION: Coaching, Helping with strategies, Board decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-04 |
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