Stephanie
Goins
Principal Advised Services
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About this Advisor
Stephanie Goins is a certified financial planner based in Downers Grove, Illinois with a total of 1 year of industry experience. Goins is currently employed by Principal Advised Services. Over the course of their career, they have held roles at Edward Jones, Principal Advised Services, Hsbc, Principal Life Insurance Co and Principal Securities Inc. Goins has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can advise clients in Illinois. Principal Advised Services is a company operating out of Des Moines, IA. It has offices in 12 locations and a total of 115 financial advisors. It has $353 million in assets across its 8,370 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The advisory firm has a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on the type of financial services provided. However, fees charged by Principal Advised Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$352,564,235
115
8,370
$42,122
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephanie Goins Work History
Stephanie has been registered as a financial advisor for 1 years.*
Principal Advised Services
Principal Life Insurance Co
Principal Securities Inc
Edward Jones
Hsbc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Goins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Advised Services
Valley City, OH
New York, NY
Lake Oswego, OR
Minneapolis, MN
Addison, TX
Des Moines, IA
Milwaukee, WI
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
