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Craig E

Series 63, Series 65

Crown Point, IN

Principal Advised Services

Craig Engel is a financial advisor with Principal Advised Services in Crown Point, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Allstate, Financial Engines Advisors, and Edelman Financial Services. Outside of finance, he is active in his community as a board member for the West Porter Fire Protection District, an elections inspector in Porter County, and a weekend entertainment performer with Binary Star Entertainment. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a blend of non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models while operating within the Principal Financial Group family, which enables access to affiliated products and services.

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