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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Casselberry | FL | 01/2024 | Present |
| Principal Securities, Inc. | Casselberry | FL | 01/2024 | Present |
| Unemployed | Casselberry | FL | 09/2023 | 12/2023 |
| Verizon Wireless | Tampa | FL | 10/2021 | 08/2023 |
| Verizon Wireless | Albuquerque | NM | 01/2016 | 09/2021 |
| Principal Advised Services | Casselberry | FL | 07/2026 | Present |
| Principal Bank | Casselberry | FL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-25 |
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