Brandy Lamp
Advisor at Principal Advised Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Principal Advised Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Urbandale, IA
Credentials
CFP®, ChFC®, Series 63
Industry experience
28 years
Brandy Lamp is a CFP® and ChFC® professional with 28 years of industry experience. She has worked at Principal Advised Services since 2019 and has been affiliated with various Principal entities since 1997. Her background includes roles at Principal Securities, Princor Financial Services Corporation, and Principal Life Insurance Company. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, leveraging affiliated entities to offer a range of investment products and services.
Based on Principal Advised Services
Financial planning services subscription fee of $385 annually or $35 monthly, with possible promotional pricing including free offers
Account minimum: $5,000 minimum initial investment and $1,000 minimum balance per account for SimpleInvest
Urbandale, IA
Iowa
Principal Securities INC
2023 - Present (3 years)
Principal Advised Services
2019 - Present (7 years)
Princor Financial Services Corporation
1997 - 2019 (22 years)
Principal Life insurance Company
1997 - Present (29 years)
Self-Employment
1991 - 2017 (26 years)
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Is active or affiliated with:
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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