# PRINCIPAL ADVISED SERVICES, LLC

PRINCIPAL ADVISED SERVICES, LLC of DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 297324
- Type: SEC-registered investment adviser
- SEC file number: 801-114432
- Location: 655 9TH STREET, DES MOINES, IA, 50309
- Phone: 866-412-0770
- Latest filing: 2026-07-10
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 383
- Accounts: 23,164

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (60)

_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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297324/similar
- Related entities: https://search.stillhousedata.com/firm/297324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297324

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.