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Kayla Lynn Price

Advisor at Principal Advised Services — Coggon, IA

Updated today

Credentials

Series 63, Series 65

Experience

8 years

Location

Coggon, IA

Principal Advised Services logo

Principal Advised Services

Multi-team

Total advisors

249

Across 116 offices

Clients per advisor

93 Very High

Avg AUM per client

$61,426 Very Low

HNW client ratio

0% Very Low

About

Kayla Price is a financial advisor at Principal Advised Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at BerganKDV and Prudential Investment Management Services. Kayla is based in Coggon, Iowa. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary and discretionary investment management, supported by integration with the Principal Financial Group family of companies.

Client services

Based on Principal Advised Services

Financial planning Portfolio management

Expertise

Based on Principal Advised Services

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting

Occupation focus

Based on Principal Advised Services

Retired

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Fee options

Subscriptions

Financial planning services subscription fee of $385 annually or $35 monthly, with possible promotional pricing including free offers

Other

Account minimum: $5,000 minimum initial investment and $1,000 minimum balance per account for SimpleInvest

Location

See office

Coggon, IA

Coggon IA

Advisors at this office

1

Most active in

Iowa

Work history

8 years of industry experience

Principal Advised Services

2026 - Present • 1 year

Coggon, IA

Principal Securities

2023 - Present • 3 years

Des Moines, IA

Principal LIfe Insurance

2023 - Present • 3 years

Des Moines, IA

BerganKDV

2021 - 2023 • 2 years

Cedar Rapids, IA

Prudential Investment Management Services, LLC

2016 - 2021 • 5 years

Newark, NJ

Prudential insurance company of america

2016 - 2021 • 5 years

Dubuque, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Clarke V

Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Clarke Vanmeter is a financial advisor with Van Meter Associates, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Van Meter Associates since 2006 and has provided advisory services under his own name since 2004. Van Meter Associates offers portfolio management and financial planning to individuals and corporations, managing approximately $15.1 million in discretionary client assets. The firm uses a combination of fundamental analysis and technical filters, providing both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds.

Options & derivatives strategies Active portfolio management
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Michael V

Series 63, Series 65

Delhi, IA

Van Meter Associates, LLC

Michael Van Meter is a financial advisor at Van Meter Associates, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Van Meter Associates since 2005, as well as VMF Capital since 2003. Van Meter Associates provides portfolio management and financial planning services to individuals and corporations, offering both discretionary and non-discretionary management with a focus on equity securities and exchange-traded funds. The firm employs fundamental analysis combined with technical filters to adjust portfolio risk and conducts regular account reviews and rebalancing.

Options & derivatives strategies Active portfolio management

Brock H

Series 66

Anamosa, IA

Edward Jones

Brock Hillers is a financial advisor at Edward Jones with one year of industry experience. He previously worked at Cottingham and Butler for two years and has experience in diverse roles including time with the University of Iowa Football program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Inheritance planning Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kent S

Series 66

Anamosa, IA

Edward Jones

Kent Streicher is a financial advisor with Edward Jones in Anamosa, Iowa, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he owns Streicher Enterprises, an LLC involved in commercial property development including plans for a new Edward Jones office building. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of investment strategies and affiliated financial products under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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