Haley Drake
Haley Drake is a registered investment advisor at Principal Advised Services, based in Des Moines, IA, with 7 years of industry experience. Haley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 23,164 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee of up to 0.50% of the daily value of managed account assets. The fee structure is tiered and negotiable by the plan sponsor.
Fee Estimator
Location
711 High St, Des Moines, IA, 50392
Get directionsHistory
Regulatory History (4)
Financial
May 2025Financial
January 2025Financial
August 2024Financial
April 2024Other Business Activities
Haley works as a Retirement Consultant for Principal Advised Services, offering investment advice to retirement plan participants, and as an AVP for Principal Bank, accountable for sales of bank deposit products. Both roles are investment-related and take up a full-time commitment.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
State Registrations51 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.
Exams
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