Ryan
Steffen

Principal Advised Services

CRD#6151218
Investment Advisor
in Des Moines, IA

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About this Advisor

Ryan Steffen is a financial advisor based in Des Moines, Iowa, working with Principal Advised Services. Ryan has previously held positions as a Full Time Student, Sole Proprietor, and at Midland Loan Services, Wells Fargo Advisors, Principal Life Insurance Company, Principal Securities Inc, and Principal Advised Services. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Ryan is part of Principal Advised Services, which operates out of Des Moines, 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

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

711 High St
Des Moines, IA 50392

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Principal Advised Services Brokerage Details

Total Assets Under Management

$569,489,941

IA Average: $9,259,360,772
Total Number of Employees

140

IA Average: 166
Total Number of Accounts

11,801

IA Average: 7,189
Average Account Size

$48,258

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ryan Steffen Work History

2023 - Present (2 years)

Principal Advised Services

2021 - Present (4 years)

Principal Securities Inc

2019 - Present (6 years)

Principal Life Insurance Company

2019 - 2021 (2 years)

Ryan Steffen - - Sole Proprieter

2014 - 2014 (< 1 year)

Full Time Student

2014 - 2014 (< 1 year)

Midland Loan Services

2014 - 2019 (5 years)

Wells Fargo Advisors

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Disclosures

Please visit the SEC profile of Ryan Steffen 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

Stanley Poorman
Des Moines, IA
Ryan Steffen
Des Moines, IA
Lori Calloway
Frankfort, IN
Scott Mueller
Lake Oswego, OR
David Lemke
Urbandale, IA
Scott Christensen
Des Moines, IA
Paige Hardaway
Charlotte, NC
Austin Siefers
Des Moines, IA

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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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.

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