Angela Heaton
Angela Heaton is a registered investment advisor at Principal Advised Services, based in Saint Libory, NE, with 19 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16,940 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal Advised Services offers a Managed Account Service where they manage your retirement account for you. The annual fee is up to 0.50% of the daily value of your account. This fee is deducted monthly. The exact fee is negotiable by your employer's retirement plan sponsor and may depend on factors like the number of participants, plan assets, and whether the plan uses Principal's own investment funds. There may be a free trial period.
Location
Saint Libory, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Angela is the secretary of the Libory EMS Squad and a distributor for Young Living Essential Oils. She also serves as President for the St Libory Catholic Church's Council of Catholic Women and owns rental property, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.Broker
Principal Securities, INC.
Previous Registrations
Principal Securities, INC.
State Registrations51 states
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