PRINCIPAL ADVISED SERVICES, LLC of DES MOINES, IA is an SEC-registered investment adviser (CRD 297324). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Showing 25 of 60 people.
| Name | Role | Location |
|---|---|---|
| Barbara Wenig | DIRECTOR | — |
| Heather Blake Winston | CHIEF PRODUCT OFFICER | — |
| Brian Steven Ness | DIRECTOR | — |
| Janis Jean Benson | DIRECTOR | — |
| Amy M Montford | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| Ryan Douglas Downing | DIRECTOR | — |
| Gregory Scott Long | CHIEF MARKETING OFFICER | — |
| Justin Miller Deasy | ASSOCIATE GENERAL COUNSEL AND CORPORATE SECRETARY | — |
| Danna M Robinson Saathoff | CHIEF LEARNING OFFICER | — |
| Eric Vanderleek | CHIEF SALES OFFICER | — |
| David Andrew Rigler | CHIEF FINANCIAL OFFICER | — |
| Nisha R Suresh | CHIEF TECHNOLOGY OFFICER | — |
| Bradley Wayne Norton | CHIEF OPERATIONS OFFICER | — |
| Michael Francis Murray | DIRECTOR | — |
| Daniel Simon Vanwinkle | ANTI-MONEY LAUNDERING OFFICER | — |
| Scott Allen Christensen | DIRECTOR | — |
| Michael Polich | CHIEF INVESTMENT OFFICER | — |
| Christopher Agbe-Davies | ASSISTANT CORPORATE SECRETARY | — |
| Kori Diane Cusick | CHIEF COMPLIANCE OFFICER; CHIEF SUPERVISION OFFICER | — |
| Nancy C Barnwell | CHIEF SUPERVISION OFFICER | — |
| Joseph S Sicchitano | CHIEF EXECUTIVE OFFICER | — |
| Scott Daniel Sailor | VICE PRESIDENT AND TREASURER | — |
| Gina Graham | VICE PRESIDENT AND TREASURER | — |
| Scott Martin Sailer | VICE PRESIDENT AND TREASURER | — |
| Megan Elizabeth Jennings | CHIEF COMPLIANCE OFFICER | — |
Showing 15 of 25 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLOTTE | NC | 18 | 8664120770 |
| — | — | 2 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| DENVER | CO | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| ORLANDO | FL | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |
| — | — | 1 | 800-986-3343 |