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Jennifer Marie Kilzer

Principal Advised Services

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About Jennifer Marie Kilzer

Jennifer Marie Kilzer is a registered representative with Principal Advised Services and has been in the industry since 2005. Jennifer is licensed in both the state of Iowa and Nebraska and has earned Series 6, 7, 63 and 66 licenses. Jennifer has over 18 years of experience in the financial services industry.

Firm Information

Jennifer Kilzer 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 Kilzer’s Registration & Firm History

NE

01/05/2024 - Present

Principal Advised Services (GRAND ISLAND NE)

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Licenses & Designations

BOTH

Issued 12/19/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/24/2005

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 Marie Kilzer.
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