Advisor at Principal Advised Services
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Location
Coon Rapids, IA
Credentials
ChFC®, Series 66
Industry experience
24 years
Shannon Obert is a financial advisor with Principal Advised Services, holding the ChFC® and Series 66 designations and bringing 24 years of industry experience. She has worked with Principal entities since 1997, including Principal Securities Inc. and Principal Life Insurance Company. Outside of her advisory role, she serves as a Willow Township Trustee in Coon Rapids, Iowa, involved in local cemetery and school oversight. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program. The firm utilizes proprietary models alongside third-party tools and leverages its affiliation with the Principal Financial Group to integrate a range of 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
Coon Rapids, IA
Iowa
Principal Advised Services
2023 - Present (3 years)
Principal Securities INC
2001 - Present (25 years)
Principal Life insurance Company
1997 - Present (29 years)
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Is active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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
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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