Saint Paul, MN 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
3
Of 225 advisors across 112 offices
Location
Saint Paul MN
Advisors at this office
3
Advisors at this office
John S
Series 66
Saint Paul, MN
Principal Advised Services
John Sniadajewski is a Series 66 registered advisor with 16 years of industry experience, currently with Principal Advised Services. He previously worked at Wells Fargo Advisors from 2013 to 2021 and has been associated with various Principal entities since 2021. His 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. The firm utilizes a combination of third-party tools and proprietary models to deliver both non-discretionary recommendations and discretionary investment management through its SimpleInvest program, leveraging its affiliation with Principal Financial Group and related entities.
Ryan H
Series 66, Series 63
Saint Paul, MN
Principal Advised Services
Ryan Haefs is a financial advisor with Principal Advised Services in Saint Paul, MN, holding Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at Principal Life Insurance and Principal Financial Services, as well as prior positions in staffing, healthcare, and education sectors. 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 as part of the Principal Financial Group family, providing access to affiliated products and a discretionary wrap-fee investment management program called SimpleInvest.
Alexandra G
Series 63, Series 66
Saint Paul, MN
Principal Advised Services
Alexandra Grupe is a financial advisor at Principal Advised Services with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within the Principal Financial Group family since 2022. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party methodologies with proprietary models. The firm offers both non-discretionary recommendations and a discretionary investment management program, leveraging its affiliation with Principal Financial Group to access a range of proprietary products and integrated services.
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