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Credentials
ChFC®, Series 66
Experience Industry experience
25 years
Location
Coon Rapids, IA
Principal Advised Services
Multi-team
Shannon Obert is a financial advisor with Principal Advised Services and holds the ChFC® designation and Series 66 license. She has 25 years of industry experience, including long-term roles at Principal Financial Services and Principal Life Insurance Company. Outside of her advisory work, she serves as a Willow Township Trustee in Coon Rapids, Iowa, overseeing cemetery and school maintenance. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both nondiscretionary recommendations and a discretionary wrap-fee investment management program, utilizing a combination of third-party and proprietary models supported by the Principal Financial Group family of companies.
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
Coon Rapids, IA
Coon Rapids IA
Advisors at this office
1
Iowa
25 years of industry experience
Principal Advised Services
2023 - Present • 3 years
Coon Rapids, IA
Principal Financial Services
2001 - Present • 25 years
Coon Rapids, IA
Principal Life insurance Company
1997 - Present • 29 years
Coon Rapids, IA
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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