Craig Engel is a registered investment advisor at Principal Advised Services, based in Crown Point, IN, with 12 years of industry experience. Craig 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
Crown Point, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig works as a subcontractor/performer for Binary Star Entertainment, providing weekend entertainment, dedicating about 10-20% of his time. He also serves as an elections inspector for Porter County Elections & Registration, and as a board of trustees member for West Porter Fire Protection District, dedicating minimal time.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Principal Securities, INC.
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Edelman Financial Services, LLC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.