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Stephen C
Series 66
Fernandina Beach, FL
Principal Advised Services
Stephen Clapp is a financial advisor at Principal Advised Services with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Fidelity Investments, Wells Fargo Clearing, and Ameriprise. Clapp also serves as a Retirement Consultant for Principal Advised Services, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, providing non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models while leveraging its integration within the Principal Financial Group family to provide access to proprietary products and affiliated services.
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