Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Marie Ault is a financial professional with over 10 years of experience in the industry. Angela has a wide range of experience in the financial services industry, with previous roles at Charles Schwab & Co., Inc., Securities America, Inc., Northwestern Mutual Investment Services, LLC, and Principal Securities, Inc. Angela is currently registered with Principal Asset Management and has licenses in Washington and Iowa. Her career has focused on providing financial advice to a diverse clientele including individuals, businesses, and institutions. She is committed to helping clients achieve their financial goals through customized financial strategies and investment solutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
WA
01/24/2022 - Present
Principal Asset Management (Bainbridge Island WA)
IA
10/16/2014 - 01/20/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
06/11/2013 - 10/01/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DES MOINES IA)
CO
05/29/2012 - 05/17/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
02/09/2012 - 05/04/2012
SECURITIES AMERICA, INC. (CENTENNIAL CO)
IA
Issued 07/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/05/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Angela Ault is the right advisor for you? Invested Better is here to help.
