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Adam Keith Hatch

Principal Advised Services

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About Adam Keith Hatch

Adam Keith Hatch is a financial professional with over 12 years of experience in the industry. Adam is currently registered with Principal Advised Services, a firm that specializes in providing investment advice to individuals and businesses. Adam has previously worked with several other firms including Sammons Financial Network, LLC, AXA Advisors, LLC, and Principal Securities, Inc. Adam is licensed in all 50 states and holds licenses for both Investment Advisor Representatives and Registered Representatives.

Firm Information

Adam Hatch is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Hatch’s Registration & Firm History

IA

08/06/2024 - Present

Principal Advised Services (DES MOINES IA)

IA

07/13/2017 - 12/13/2017

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

IA

01/04/2017 - 07/18/2017

AXA ADVISORS, LLC (WEST DES MOINES IA)

IA

10/12/2012 - 01/09/2017

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

IA

11/05/2011 - 10/01/2012

ING FINANCIAL ADVISERS, LLC (DES MOINES IA)

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Licenses & Designations

IA

Issued 01/31/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/04/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Keith Hatch.
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