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Principal Advised Services

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Assets Under Management

$887.3M

Number of Clients

16,940

Number of Advisors

216

Average Client AUM

$52K

AUM per Advisor

$4.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Principal Advised Services provides non-discretionary and discretionary advice services to retirement plan participants and retail clients. Services include advice on savings rates, fund selection, distribution options, rollovers, and financial planning. SimpleInvest offers discretionary investment management.

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Location

655 9th Street, Des Moines, IA, 50309

216 Advisors at this firm

Eric Vanderleek
EV
Eric Vanderleek
AL
Aaron James Lacona
AR
Aaron Ruen
AT
ChFC
Adam Craig Tyrrell
AB
Adam Joel Block
AH
Adam Keith Hatch
AR
Adonis Jvon Roberson
AG
Alexandra Fay Grupe
AJ
Alex Emery Joseph
AR
Alixis Ivana Roccia
AP
Amanda Louise Pritchard
AB
Ana Maria Brinkley
AW
Andrew Brian Watkins
AH
Andrew C Harris
AP
Andrew Jacob Parow
AP
Andrew James Paolini
AH
Andrew Michael Hubbard
AL
Andrew Tisheen Lind
AB
Angela Denise Bailiff
AH
Angela Rae Heaton
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