Gastonia, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,422,868,428
ClientsTotal clients
23,164
AdvisorsAdvisors at this office
2
Of 225 advisors across 112 offices
Location
Gastonia NC
Advisors at this office
2
Advisors at this office
Tyler R
CFP®, Series 63
Gastonia, NC
Principal Advised Services
Tyler Reller is a CFP®-credentialed financial advisor at Principal Advised Services with seven years of industry experience. He has held roles at Principal Securities, Principal Life Insurance Company, and Wells Fargo Clearing Services. In addition to his advisory work, he serves as a financial counselor at Principal Bank, where he is responsible for 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 a combination of third-party tools and proprietary models while benefiting from its affiliation with the Principal Financial Group.
Aaron R
Series 63, Series 66
Gastonia, NC
Principal Advised Services
Aaron Ruen is a financial advisor at Principal Advised Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Financial Services, Principal Life Insurance Company, and Wells Fargo in various capacities. His current roles include providing investment advice to retirement plan participants and advising on bank deposit products. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, blending third-party methodologies and proprietary models. As part of the Principal Financial Group family, the firm integrates services across affiliated entities to provide access to proprietary products and algorithm-driven investment management.
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