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Brent Alan Ancell

Principal Advised Services

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About Brent Alan Ancell

Brent Ancell is a financial advisor who is registered with Principal Advised Services. Brent has over 7 years of experience in the financial services industry. Brent is licensed to provide investment advice in all 50 states. Brent is also a registered representative with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA). Brent specializes in providing financial advice to high-net-worth individuals and families. Brent offers a variety of financial services, including investment management, financial planning, and retirement planning. Brent is committed to providing his clients with personalized service and helping them achieve their financial goals.

Firm Information

Brent Ancell 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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Brent Ancell’s Registration & Firm History

IA

08/06/2024 - Present

Principal Advised Services (DES MOINES IA)

IA

03/30/2017 - 02/16/2018

WELLS FARGO CLEARING SERVICES, LLC (WEST DES MOINES IA)

IA

07/03/2014 - 11/04/2014

MML INVESTORS SERVICES, LLC (WEST DES MOINES IA)

IA

10/21/2013 - 06/06/2014

NYLIFE SECURITIES LLC (WEST DES MOINES IA)

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Licenses & Designations

IA

Issued 05/05/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent Alan Ancell.
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