Kaylee
Coffey
Principal Advised Services
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About this Advisor
Kaylee Coffey is a financial advisor based in Adel, Iowa, working with Principal Advised Services. Kaylee has previously held positions at Quiktrip, Principal Life Insurance Co, Principal Securities, and Principal Advised Services. Kaylee has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Iowa. Currently, Kaylee is part of Principal Advised Services, which operates out of Adel, Iowa. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$569,489,941
140
11,801
$48,258
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kaylee Coffey Work History
Principal Advised Services
Principal Life Insurance Co
Principal Securities
Quiktrip
Disclosures
Please visit the SEC profile of Kaylee Coffey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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