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Jennifer Darlene Schumann

Principal Advised Services

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About Jennifer Darlene Schumann

Jennifer Schumann is a financial professional with over 20 years of experience in the industry. Jennifer is a Registered Representative and Investment Advisor Representative. She holds Series 6, 7, 24, 63, and 65 licenses and is registered to offer securities and advisory services in all 50 states and the District of Columbia. Currently, Jennifer is affiliated with Principal Advised Services. Prior to that, Jennifer was with Princor Financial Services Corporation, where she worked from April 1998 until August 2000. Jennifer has a background in financial services and has worked with clients to help them achieve their financial goals. Jennifer is a Chartered Financial Consultant.

Firm Information

Jennifer Schumann 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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Jennifer Schumann’s Registration & Firm History

IA

07/31/2023 - Present

Principal Advised Services (DES MOINES IA)

IA

04/21/1998 - 08/04/2000

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

IA

Issued 02/01/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Darlene Schumann.
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