Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Anna H

Series 66

Des Moines, IA

Principal Financial Services

Anna Hernandez is a financial advisor at Principal Financial Services with a Series 66 designation and no prior industry experience. Her work history includes roles at Principal Life Insurance Company and Smith + Co Financial. Before entering the financial industry, she was employed at Creighton University, Lourdes High School, and St John The Evangelist. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Retired Founder/Business Owner
user avatar
firm logo

Jennifer S

Series 63, Series 65

Des Moines, IA

Principal Financial Services

Jennifer Smith is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her career includes roles at Smith + Co Financial, Smith Frieberg Financial, Principal Securities Inc., and Principal Life Insurance Company. She serves as a board member for One Iowa, a nonprofit focused on general LGBT advocacy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning and retirement consulting with access to third-party money manager programs under various advisory and promoter arrangements.

Retired Founder/Business Owner
user avatar
firm logo

Melissa S

Series 63, Series 65

Des Moines, IA

Principal Financial Services

Melissa Sivertsen is a financial advisor with Principal Financial Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked with Principal Securities Inc. since 2016 and has been affiliated with Principal Life Insurance Company since 2006. Outside of her advisory role, she is involved in providing supported community living services through a state program for her adult son with special needs. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and military personnel, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Retired Founder/Business Owner
user avatar
firm logo

Saranya S

Series 66

Des Moines, IA

Principal Financial Services

Saranya Subramanian is a financial advisor at Principal Financial Services with two years of industry experience and holds a Series 66 designation. Prior to her current role, she was affiliated with Smith & Frieberg and has been apprenticing at Smith + Co Financial since 2025. Outside of finance, she has worked as a fitness coach, providing coaching on proper form at a gym in Coralville. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")