Saint Louis, MO Office

Team
Updated today

Client AUM

$1,422,868,428

Clients

23,164

Advisors

3

Of 225 advisors across 112 offices

Location

Saint Louis MO

Advisors at this office

3

Advisors at this office

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Claude G

Series 63, Series 66

St. Louis, MO

Principal Advised Services

Claude Gianetto is a financial advisor at Principal Advised Services with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Citigroup, Wells Fargo Clearing Services, TD Ameritrade, and Scottrade. Principal Advised Services provides investment advice and 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 and is part of the Principal Financial Group, which facilitates access to affiliated funds, banking products, and model services.

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

Series 66

Saint Louis, MO

Principal Advised Services

Ryan Trenz is a Series 66-licensed financial advisor with Principal Advised Services, bringing eight years of industry experience. His prior roles include positions at Citigroup and Wells Fargo Clearing Services LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm combines third-party methodology with proprietary models and operates as part of the Principal Financial Group, leveraging affiliations with multiple entities to deliver integrated solutions.

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

Series 66

Saint Louis, MO

Principal Advised Services

Nicholas Akers is a financial advisor at Principal Advised Services with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory role, he serves as Assistant Vice President at Principal Bank, where he is responsible for sales of bank deposit products. Principal Advised Services provides investment advice primarily to retirement plan participants and retail IRA clients, offering non-discretionary recommendations and a discretionary wrap-fee investment management program called SimpleInvest. The firm integrates third-party methodologies and proprietary models and operates within the broader 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
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