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
Ames, IA
Credentials
Series 63, Series 65, Series 66
Industry experience
12 years
Jeremy Fernandez is a financial advisor with Principal Advised Services in Ames, IA, holding Series 63, Series 65, and Series 66 licenses and possessing 12 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2019 and has held prior roles in education and retail. Outside his advisory work, he and his spouse serve as caregivers for an adult with special needs through Easterseals Iowa. Principal Advised Services provides investment advice mainly to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary wrap-fee management program called SimpleInvest. The firm leverages both third-party methodologies and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated financial 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
Ames, IA
Iowa
Principal Advised Services
2023 - Present (3 years)
Principal Life Insurance Company
2019 - Present (7 years)
Principal Securities Inc
2019 - Present (7 years)
Buy Buy Baby
2018 - 2019 (1 year)
MetLife Investors Distribution Company
2018 - 2019 (1 year)
Martensdale-St. Marys School District
2017 - 2019 (2 years)
M & J Consulting, llc
2017 - 2019 (2 years)
Pottery Barn Kids
2016 - 2017 (1 year)
Norwalk Schools
2015 - 2017 (2 years)
Urbandale Community School District
2008 - 2019 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 65
Boone, IA
Russell Wealth Advisors
Andrew Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Russell Wealth Advisors since 2017 and has prior experience at LPL Financial and Russell Wealth Management. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for mainly individual and high-net-worth clients. The firm employs a combined fundamental and technical investment approach, offering discretionary asset management as well as financial planning and consultation services.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Kacy Bass is a CFP® with 10 years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2015. She holds a Series 65 license and is based in Ames, Iowa. Clarity Asset Management provides discretionary investment management, financial planning, and consulting to a diverse client base, including individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach utilizing diversified mutual funds, ETFs, and individual equities, supported by institutional tools and a multi-office service model.
Series 63
Slater, IA
Christensen Capital, LLC
Jon Christensen is a financial advisor at Christensen Capital, LLC with 27 years of industry experience. He holds a Series 63 designation and has been involved with both Christensen Capital and the Target 3 Fund, LP for over three decades. Christensen Capital provides discretionary investment management to a private pooled investment vehicle and separately managed individual accounts. The firm primarily serves high-net-worth individuals, focusing on value stocks and special situations through detailed fundamental analysis and a low-turnover investment approach.
CFP®, Series 65
Ames, IA
Clarity Asset Management, Inc.
Nevin Conlon is a CFP® with eight years of industry experience, currently serving as an advisor at Clarity Asset Management, Inc. since 2016. Prior to joining Clarity, he worked for four years with Cedar Falls Community Schools. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a fundamentals-driven, long-term investment approach using diversified mutual funds, ETFs, and individual equities, supported by institutional tools and multiple office locations.
Series 63
Boone, IA
Russell Wealth Advisors
Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.
ChFC®, Series 63
Ames, IA
Clarity Asset Management, Inc.
Donald Erickson is a ChFC® with 26 years of industry experience. He has been with Clarity Asset Management, Inc. since 2013. Clarity Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $222 million in client assets using a fundamentals-driven, long-term investment approach that incorporates diversified mutual funds, ETFs, and individual equities.
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