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Current Employers
Principal Advised Services

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-07-31
  • IA RA
    APPROVED
    Since 2025-07-31

Branch Locations

711 High St, Des Moines, IA 50392 • 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
Greenstate Credit Union Ankeny IA 04/2024 03/2025
Unemployed Altoona IA 12/2023 04/2024
Kohl's Clive IA 06/2023 08/2023
University Of Iowa Tippie College Of Business Iowa City IA 08/2022 12/2023
Des Moines Area Community College Ankeny IA 08/2021 08/2022
Walmart Ankeny IA 01/2020 01/2021
Southeast Polk Community School District Runnells IA 08/2008 05/2021
Associate Staffing Des Moines IA 04/2025 07/2025
Principal Securities, Inc Des Moines IA 04/2025 Present
Unemployed Altoona IA 05/2021 08/2021
Principal Life Insurance Co Des Moines IA 07/2025 Present
Principal Advised Services Des Moines IA 07/2025 Present
  • 04/2024 → 03/2025
    Greenstate Credit Union
    Ankeny, IA
  • 12/2023 → 04/2024
    Unemployed
    Altoona, IA
  • 06/2023 → 08/2023
    Kohl's
    Clive, IA
  • 08/2022 → 12/2023
    University Of Iowa Tippie College Of Business
    Iowa City, IA
  • 08/2021 → 08/2022
    Des Moines Area Community College
    Ankeny, IA
  • 01/2020 → 01/2021
    Walmart
    Ankeny, IA
  • 08/2008 → 05/2021
    Southeast Polk Community School District
    Runnells, IA
  • 04/2025 → 07/2025
    Associate Staffing
    Des Moines, IA
  • 04/2025 → Present
    Principal Securities, Inc
    Des Moines, IA
  • 05/2021 → 08/2021
    Unemployed
    Altoona, IA
  • 07/2025 → Present
    Principal Life Insurance Co
    Des Moines, IA
  • 07/2025 → Present
    Des Moines, IA
Other Businesses

**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: 07/21/2025 ADDRESS: 711 High St., Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **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: 07/21/2025 ADDRESS: 711 High St, 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-07
  • S66 Uniform Combined State Law Examination
    2025-07-07
Other Names
  • Makenzie Marie King
  • Kenzie King
  • Makenzie King

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