firm profile
Principal Advised Services
Overview
Principal Advised Services is an SEC registered investment adviser based in Des Moines, IA, registered since 2018. It reports $1.4B in assets under management across 23,164 accounts, with 383 employees. It has 224 investment adviser representatives.
- Reported AUM
- $1.4B
- Discretionary
- 100%
- Accounts
- 23,164
- Average account
- $61.4K
- Employees
- 383
- Advisory reps
- 224
- Registered since
- 2018
- Jurisdictions
- 51
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 20
- Joseph S Sicchitano Chief Executive Officer CRD 2261944
- Amy M Montford Chief Operating Officer CRD 3171430
- Bradley Wayne Norton Chief Operating Officer CRD 5092243
17 more executive officers, with direct contact details
Advisory reps 3 of 224
- Michael J Adelman Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6157826
- Derek William Ahrens Insurance Agent · Registered Rep · Investment Adviser Rep CRD 8018700
- Nicholas Lloyd Akers Registered Rep · Investment Adviser Rep CRD 6411189
221 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 655 9th St
Des Moines, IA 50392 - County
- Polk
- Metro area
- Des Moines-West Des Moines, IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 51 jurisdictions
- Website: pinterest.com/principalfinancialgroup
Every state, with registration dates
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