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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-04-29
IA RA APPROVED 2025-04-23
  • NE RA
    APPROVED
    Since 2025-04-29
  • IA RA
    APPROVED
    Since 2025-04-23

Branch Locations

Saint Libory, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Financial Grand Island NE 05/2006 01/2019
Schuster Anderson Wealth Advisors Grand Island NE 12/2018 04/2019
Principal Securities Inc Grand Island NE 03/2016 Present
Principal Life Insurance Grand Island NE 01/2019 04/2020
Principal Life Insurance Company Des Moines IA 04/2020 02/2025
Principal Life Insurance Grand Island NE 02/2025 Present
Principal Advised Services Saint Libory NE 03/2025 Present
  • 05/2006 → 01/2019
    Principal Financial
    Grand Island, NE
  • 12/2018 → 04/2019
    Schuster Anderson Wealth Advisors
    Grand Island, NE
  • 03/2016 → Present
    Principal Securities Inc
    Grand Island, NE
  • 01/2019 → 04/2020
    Principal Life Insurance
    Grand Island, NE
  • 04/2020 → 02/2025
    Principal Life Insurance Company
    Des Moines, IA
  • 02/2025 → Present
    Principal Life Insurance
    Grand Island, NE
  • 03/2025 → Present
    Saint Libory, NE
Other Businesses

**PRINCIPAL ADVISED SERVICES POSITION: Team Lead NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/29/2025 ADDRESS: 516 Elm Street, Saint Libory NE 68872, 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. **YOUNG LIVING ESSENTIAL OILS POSITION: Distributor, personal sales only NATURE: MLM personal use only-no sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/16/2015 ADDRESS: 516 Elm Street, Saint Libory NE 68872, United States DESCRIPTION: I am a member/distributor for Young Living Essential Oils/Products. No sales. Personal use only of their products. **ST LIBORY EMS SQUAD POSITION: Secretary NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/13/2014 ADDRESS: 336 Hwy 281, Saint Libory NE 68872, United States DESCRIPTION: I am a volunteer EMT and Secretary for the Saint Libory EMS Department. I take minutes during the monthly meetings and act as a second signer for checks as needed to pay bills for the department. **ST LIBORY CATHOLIC CHURCH COUNCIL OF CATHOLIC WOMEN POSITION: President St Libory CCW NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017 ADDRESS: 505 Spruce Street, St Libory NE 68872, United States DESCRIPTION: Lead and run monthly meetings, organize and communicate any parish activities, administer website & Facebook page. **RENTAL PROPERTY POSITION: Rental Property Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 518 Cottonwood, Saint Libory NE 68872, United States DESCRIPTION: Single Family Rental Property that we use for investment purposes to rent to our children and other family.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
S63 Uniform Securities Agent State Law Examination 2018-12-13
  • S66 Uniform Combined State Law Examination
    2025-03-14
  • S63 Uniform Securities Agent State Law Examination
    2018-12-13
Other Names
  • Angie Rae Janssen
  • Angela Rae Janssen
  • Angie Heaton

View on SEC IAPD

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