Des Moines, IA High St Office

Team
Updated today
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Principal Advised Services

Multi-team

Firm-wide stats for Principal Advised Services

Total advisors

249

Across 116 offices

Clients per advisor

93 Very High

Avg AUM per client

$61,426 Very Low

HNW client ratio

0% Very Low

About

Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non‑discretionary recommendations (including savings rate guidance, point‑in‑time fund recommendations, distribution/rollover advice and a subscription financial‑planning service) and a discretionary, wrap‑fee investment management program called SimpleInvest. The firm serves participants in employer plans recordkept by Principal Financial Group as well as other retail clients and prospective retail clients.

The firm’s advice blends third‑party methodology and proprietary models: Morningstar powers Target My Retirement and several participant‑level tools, while SimpleInvest uses algorithmic model portfolios and discretionary trading supported by Principal Asset Management and Apex as the clearing custodian. Advice and model settings are informed by client profile information and a risk tolerance questionnaire, and Principal Advised Services relies on governance committees and a dedicated supervision team to review and approve recommendations and model changes; nondiscretionary advice generally requires client reengagement for updates.

What distinguishes Principal Advised Services from many peers is its membership in the Principal Financial Group family and the operational integration with affiliated entities — including Principal Bank, Principal Life Insurance Company, Principal Asset Management, and an affiliated broker‑dealer (PSI) — which enables access to proprietary mutual funds, bank products and affiliated trading or model services. Those affiliations create revenue and referral overlaps (the firm both pays and receives referral fees and discloses conflicts tied to affiliated products), and the brochure describes specific mitigation controls such as levelized fees, supervision reviews, and committee governance to address those conflicts.

Based on Principal Advised Services

Expertise

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

Based on Principal Advised Services

Occupation focus

Retired

Based on Principal Advised Services

Location

711 High St

Des Moines IA 50392

Advisors at this office

31

Advisors at this office

user avatar

Angel L

Series 63, Series 65

Des Moines, IA

Principal Advised Services

Angel Love is a financial advisor at Principal Advised Services in Des Moines, IA, holding Series 63 and Series 65 credentials with nine years of industry experience. Angel has worked at Principal Securities and Principal Life Insurance Company since 2017 and has prior experience at Inverness Technologies and Serco Inc. 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, serving clients through its affiliation with the Principal Financial Group family.

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

Richard D

Series 66

Des Moines, IA

Principal Advised Services

Richard Debartolo is a financial advisor at Principal Advised Services with seven years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Principal Securities, LPL Financial, and Global Retirement Partners. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering a combination of non-discretionary and discretionary investment management services. The firm integrates proprietary models with third-party tools and operates within the Principal Financial Group family, providing 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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Ryan S

Series 63, Series 66

Des Moines, IA

Principal Advised Services

Ryan Steffen is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Wells Fargo Advisors for five years and operated a sole proprietorship before joining Principal. Outside of his advisory role, Steffen was owner and operator of an e-commerce business selling items through Amazon. 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 investment management program called SimpleInvest. The firm integrates proprietary and third-party models and benefits from its membership in the Principal Financial Group family, which supports access to affiliated products and operational resources.

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

Adam H

Series 63, Series 65

Des Moines, IA

Principal Advised Services

Adam Hatch is a financial advisor at Principal Advised Services with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within the Principal Financial Group, including positions at Principal Bank, Principal Financial Services, and Principal Life Insurance Company. In addition to his advisory work, he serves as a retirement consultant 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 and proprietary models. The firm is part of the Principal Financial Group and integrates services from affiliated entities to provide a range of investment management and advisory solutions.

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

Series 66

Des Moines, IA

Principal Advised Services

Owen Brauch is a financial advisor at Principal Advised Services in Des Moines, IA, holding a Series 66 designation. He joined the firm in 2026 and has prior experience at Principal Life Insurance Company, Principal Bank, Principal Securities, Inc., Wells Fargo, and DLL Financial Solutions. 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 tools and proprietary models and operates within the Principal Financial Group family, enabling access to affiliated products and services.

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

Curtis D

Series 66

Des Moines, IA

Principal Advised Services

Curtis Dreesman is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes roles at Principal Financial Services, Principal Life Insurance Company, and Principal Bank. Prior to entering finance, he worked for seven years at Tribune Media WHO 13 News. 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 discretionary wrap-fee management. The firm operates as part of the Principal Financial Group family, providing integrated access to affiliated financial products and services.

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

Garrison G

Series 63, Series 66

Des Moines, IA

Principal Advised Services

Garrison Goodlett is a financial advisor with Principal Advised Services and holds Series 63 and Series 66 designations. He has 14 years of industry experience, having worked with Principal Financial Services since 2012 and Principal Life Insurance Company since 2006. Outside of his financial career, he owns a restaurant business, G. G.'s Chicken & Waffles, and serves on the executive board of the Ankeny Chamber of Commerce. 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. The firm integrates third-party and proprietary models and operates within the Principal Financial Group family, allowing access to affiliated products and services.

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

Dirk J

CFP®, Series 63

Des Moines, IA

Principal Advised Services

Dirk Johnston is a CFP® with five years of industry experience currently with Principal Advised Services in Des Moines, IA. He has worked at several related Principal entities, including Principal Securities and Principal Life Insurance Company, since 2021. Prior to joining Principal, he held roles at Legacy Financial Group, Lakehouse 13, Cedar Valley Wealth Advisors, and had earlier experience at the University of Northern Iowa and Myrtue Medical Center. 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 like Morningstar with proprietary models and operates as part of the Principal Financial Group family, providing access to affiliated products and services through internal governance and supervisory controls.

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

Cole M

Series 66

Des Moines, IA

Principal Advised Services

Cole Metzler is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and two years of industry experience. He has held various roles within the Principal Financial Group, including positions at Principal Life Insurance Company, Principal Bank, and Principal Financial Services. 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 investment management program called SimpleInvest. The firm integrates proprietary models with third-party tools and operates as part of the Principal Financial Group family, enabling access to affiliated products and resources.

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

Jennifer S

ChFC®, Series 63, Series 65

Des Moines, IA

Principal Advised Services

Jennifer Schumann is a financial advisor with Principal Advised Services, holding the ChFC® designation and Series 63 and 65 licenses. She has 27 years of industry experience, including roles at Principal Life Insurance Company and Principal Securities Inc. since the early 2000s. 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’s advice combines third-party methodologies with proprietary models and benefits from integration within the Principal Financial Group family.

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

John W

Series 63, Series 66

Des Moines, IA

Principal Advised Services

John Weiland is a financial advisor with Principal Advised Services in Des Moines, IA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles with Principal Financial Services, Principal Life Insurance Company, Caesars Entertainment, and Northwestern Mutual. He also serves as a Retirement Consultant, providing retirement plan participants with one-on-one investment advice regarding their distribution options. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients. The firm provides non-discretionary recommendations and a discretionary investment management program, combining third-party and proprietary models, and operates as part of the Principal Financial Group family with integrated access to affiliated products and services.

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

Jonah D

Series 66

Des Moines, IA

Principal Advised Services

Jonah Dejung is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and beginning his career in 2026. His prior experience includes roles at BMO Bank and Rhino Technology. Principal Advised Services primarily provides investment advice and services 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 proprietary models and third-party tools, leveraging its affiliation with Principal Financial Group to access proprietary products and maintain oversight through governance committees and dedicated supervision.

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

Jackson K

Series 66

Des Moines, IA

Principal Advised Services

Jackson Krebs is a financial advisor with Principal Advised Services in Des Moines, IA, holding a Series 66 designation and one year of industry experience. His career includes roles at various Principal Financial Group entities, including Principal Life Insurance Company, Principal Bank, and Principal Securities, Inc. Outside of his advisory work, Krebs manages an LLC named Lost In The Sauce, which he operated from 2021 to 2023. 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 integrates proprietary and third-party models, including Morningstar tools, and benefits from its affiliation with Principal Financial Group’s broader financial services entities.

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

Logan S

Series 65, Series 66

Des Moines, IA

Principal Advised Services

Logan Shearer is a financial advisor with Principal Advised Services in Des Moines, IA. He holds Series 65 and Series 66 licenses and has been in the industry since 2026. His prior work includes positions at Principal Bank, Principal Life Insurance Company, Principal Securities, Inc., Athene Annuity and Life, and Aegon Asset Management. 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 leverages proprietary models and third-party tools to tailor advice, operating within the Principal Financial Group family, which enables access to affiliated products and integrated trading and supervisory resources.

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

Jenny B

Series 66

Des Moines, IA

Principal Advised Services

Jenny Borcherding is a Series 66-licensed financial advisor with Principal Advised Services in Des Moines, IA, and has 21 years of industry experience. She has worked with various Principal entities, including Principal Bank since 2024 and Principal Life Insurance Company and Principal Financial Services since 2006. Principal Advised Services specializes in providing 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. The firm integrates third-party tools and proprietary models, leveraging its affiliation with Principal Financial Group to offer proprietary funds and related services.

General retirement planning Retirement income strategy Income planning Retirement withdrawal strategies Cash flow / budgeting Retired
View complete list of advisors at this office
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