Dylan Xavier Tejral

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

• 05/2020 → 05/2022
  Wells Fargo
  Des Moines, IA
• 08/2016 → 11/2020
  Student
  Ames, IA
• 08/2014 → 10/2017
  Student
  Ames, IA
• 10/2017 → 05/2018
  Jaa Marketing
  Bloomington, IN
• 05/2022 → 09/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 06/2022 → 09/2022
  Northwestern Mutual Investment Services Llc
  W Des Moines, IA
• 09/2022 → 02/2024
  Wesco
  Urbandale, IA
• 02/2024 → Present
  Principal Life Insurance
  Norwalk, IA
• 03/2024 → Present
  Principal Securities
  Norwalk, IA
• 07/2024 → Present
  Principal Advised Services
  Norwalk, IA

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: 160 START DATE: 09/23/2024 ADDRESS: 711 High Street, Des Moines IA 50392, 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 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: 05/28/2024 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
  2024-05-13

Other Names

• Dylan Xavier Tejral