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Krystian B
Series 66
W Des Moines, IA
Principal Advised Services
Krystian Bajorek is a financial advisor at Principal Advised Services with one year of industry experience and holds a Series 66 designation. He has previously worked at Principal Life Insurance Company, Principal Securities, Inc., and GuideOne Insurance, and also has experience in various other roles, including teaching and staffing. In addition to his advisory work, he serves as an assistant vice president focused on advice, education, and sales of bank deposit products within Principal Bank. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to offer non-discretionary recommendations and a discretionary investment management program, leveraging its integration with the broader Principal Financial Group family for access to proprietary products and operational support.
Maura A
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Maura Allen is a financial advisor at Principal Advised Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Principal entities since 2013. Outside of her advisory role, she has been involved in Mary Kay sales since 2013. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm leverages third-party methodologies alongside proprietary models and benefits from its integration within the Principal Financial Group family.
Thomas S
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Thomas Sueppel is a financial consultant with Principal Advised Services, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been associated with Principal Securities Inc. and Principal Life Insurance Company since 2003 and joined Principal Advised Services in 2022. His role involves providing one-on-one investment advice to retirement plan participants regarding distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm operates within the Principal Financial Group family, providing access to affiliated products and integrated trading services supported by governance and supervision structures.
Jeremiah C
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Jeremiah Cole is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has worked extensively with Principal Financial Services and Principal Life Insurance Company since 2004. Cole also serves as an Assistant Vice President at Principal Bank, focusing on advice, education, and sales of bank deposit products. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging proprietary models and third-party methodologies while benefiting from operational integration within the Principal Financial Group family.
Matthew A
Series 66
Bondurant, IA
Thrivent Advisor Network, LLC
Matthew Armstrong is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and bringing 19 years of industry experience. His prior experience includes roles at Principal Life Insurance Co. and Principal Securities Inc. from 2016 to 2021, followed by his current positions at Thrivent Investment Management Inc. and Thrivent Financial since 2021. Thrivent Advisor Network serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers customized asset allocations and long-term investment strategies, utilizing a range of investment options including low-cost diversified mutual funds and ETFs, and provides discretionary and non-discretionary portfolio management alongside financial planning and retirement-plan advisory services.
Jacob B
Series 63, Series 66
Ankeny, IA
Principal Advised Services
Jacob Bergman is a financial advisor with Principal Advised Services, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked across multiple entities within the Principal Financial Group since 2022, including roles at Principal Bank and Principal Life Insurance Company. Bergman’s current position involves providing one-on-one investment advice to retirement plan participants regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies with proprietary models to deliver both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to provide integrated product access and operational support.
Jacob G
Series 66
Ankeny, IA
Principal Advised Services
Jacob Green is a financial advisor with Principal Advised Services in Ankeny, IA, holding a Series 66 credential with one year of industry experience. Prior to joining Principal, he worked in the renewable energy sector, including roles at Chevron Renewable Energy Group and Renewable Energy Group. At Principal, he provides one-on-one investment advice to retirement plan participants and supports sales of bank deposit products through Principal Bank. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, offering access to affiliated products and a range of discretionary and non-discretionary investment solutions.
Stanley P
CFP®, Series 66
Des Moines, IA
Principal Advised Services
Stanley Poorman is a CFP® with 16 years of industry experience, currently serving at Principal Advised Services since 2018. Prior to this, he worked at Learnvest, Inc. from 2015 to 2018. He also holds a Series 66 designation. 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, wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models, operating within the Principal Financial Group family to access a range of affiliated financial products and services.
Eli G
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Eli Greufe is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Principal Advised Services delivers investment advice primarily to retirement plan participants and retail IRA clients through a combination of third-party methodologies and proprietary models. The firm operates within the Principal Financial Group family, leveraging integrated services and affiliated products to support its advisory offerings.
Mackenzie V
Series 65
Des Moines, IA
Choreo, LLC
Mackenzie Veldman is a financial advisor at Choreo, LLC with five years of industry experience. She holds a Series 65 designation and has worked at firms including RSM US Wealth Management LLC and Northwest Wealth Management. Outside of her advisory role, she is involved in marketing for Pizza Ranch, a restaurant business she has been connected with since 2008. Choreo, LLC serves a diverse client base ranging from individual and high-net-worth investors to institutional clients, offering services such as portfolio management, financial planning, and outsourced CIO consulting. The firm utilizes a quantitative, committee-approved investment process and provides a range of portfolio implementation strategies, including managed accounts and direct indexing.
Angela B
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Angela Bailiff is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with various Principal entities since 2012, including Principal Financial Services, Principal Life Insurance Company, Principal Bank, and Principal Advised Services. Her role includes 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, combining third-party methodologies with proprietary models and operating as part of the Principal Financial Group family. The firm’s integrated approach includes nondiscretionary recommendations and a discretionary investment management program, supported by governance committees and a dedicated supervision team.
Bryce V
Series 63, Series 65
Des Moines, IA
Principal Advised Services
Bryce Vandenriessche is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been with Principal Financial Group and its affiliated entities since 2019, including roles at Principal Bank and Principal Life Insurance Company. Vandenriessche also serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants on distribution options. Principal Advised Services primarily serves retirement plan participants and retail IRA clients, offering non-discretionary investment recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm combines third-party methodologies and proprietary models, operating within the Principal Financial Group family to provide access to various affiliated financial products and services.
Michael B
Series 63, Series 65
Des Moines, IA
Choreo, LLC
Michael Barratt is a financial advisor with Choreo, LLC in Des Moines, IA, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Charles Schwab and Avantax Investment Services. He is a founding board member of Exec Club Connect, a 501(c)(3) nonprofit focused on fundraising for children with major illnesses. Choreo provides investment and advisory services to a diverse client base, including individuals, family offices, endowments, and corporate clients. The firm emphasizes strategic asset allocation and diversified model portfolios managed by a centralized team and overseen by an Investment Committee.
Holly H
Series 63, Series 66
Ankeny, IA
Principal Advised Services
Holly Haaland is a financial advisor with Principal Advised Services in Ankeny, IA, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. She has held various roles within the Principal Financial Group family, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. Her advisory activities include providing investment recommendations to retirement plan participants regarding distribution options. Principal Advised Services delivers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm offers both non-discretionary recommendations and a discretionary wrap-fee investment management program, combining third-party tools and proprietary models while leveraging its affiliation with Principal Financial Group for operational integration and access to proprietary products.
Scott C
CFA®
Des Moines, IA
Principal Advised Services
Scott Christensen is a CFA® charterholder with 11 years of industry experience. He has worked at Principal Advised Services since 2018 and has been affiliated with Principal Securities and Principal Life Insurance Company since 2016 and 2014, respectively. Christensen also serves as President of the Animal Rescue League of Iowa Foundation Board, overseeing investment management and fund distribution. Principal Advised Services provides investment advice and related services mainly to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm integrates with the Principal Financial Group family, offering access to affiliated products and a discretionary investment management program called SimpleInvest.
Ryan M
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Ryan Myers is a financial advisor at Principal Advised Services in Des Moines, IA, with nine years of industry experience. He holds the Series 63 and Series 66 licenses. His previous experience includes roles at Cuna Brokerage Services and the US Air Force. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm combines third-party methodologies and proprietary models to provide both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest.
Brent H
Series 63, Series 66, Series 65
Des Moines, IA
Choreo, LLC
Brent Hulbert is a financial advisor with Choreo, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at RSM US Wealth Management LLC, Strategic Retirement Partners, and Kestra Investment Services/NFP Advisor Services. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles such as separately managed accounts and private funds, offering specialized advisory services like OCIO work and Opportunity Zone consulting.
Silas W
Series 66
Des Moines, IA
Principal Advised Services
Silas Winders is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 credential. He has been with Principal Advised Services and affiliated entities since 2026. Outside of his financial advisory role, he is a partner at Winders Media, where he creates YouTube content focused on farming and farm toys, and sells custom farm toys through an online store. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm is part of the Principal Financial Group family, enabling integration with affiliated entities to provide access to proprietary products and investment management.
Haley D
Series 63, Series 66
Des Moines, IA
Principal Advised Services
Haley Drake is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as several roles within the Principal Financial Group affiliates. She currently provides one-on-one investment advice to retirement plan participants as a registered investment adviser representative. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, utilizing a mix of third-party methodologies and proprietary models. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.
Isaac H
Series 66
Des Moines, IA
Principal Advised Services
Isaac House is a financial advisor at Principal Advised Services in Des Moines, IA, holding the Series 66 designation with one year of industry experience. He has held roles within Principal’s affiliated entities, including Principal Bank and Principal Life Insurance Company, since 2025. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary recommendations and a discretionary investment management program. The firm utilizes a blend of third-party and proprietary models and is part of the Principal Financial Group, enabling operational integration with affiliated financial entities.
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