Denver, CO Office

Team
Updated today

Client AUM

$1,422,868,428

Clients

23,164

Advisors

2

Of 225 advisors across 112 offices

Location

Denver CO

Advisors at this office

2

Advisors at this office

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Thomas R

Series 66

Denver, CO

Principal Advised Services

Thomas Riggers is a financial advisor with Principal Advised Services in Denver, CO, holding a Series 66 credential and three years of industry experience. His recent work history includes roles at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., and previously at Merrill and Equitable Advisors. 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 and proprietary investment models, serving clients through a combination of algorithmic portfolios and supervised advisory processes.

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

Series 63, Series 65

Denver, CO

Principal Advised Services

Victoria Sanchez is a financial advisor with Principal Advised Services in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at TIAA and Northwestern Mutual and has experience in roles outside financial services including at Salesforce Inc and DHL Express. 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 combines third-party methodology and proprietary models and benefits from operational integration within the Principal Financial Group family.

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