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Joshua Ryan Kight

Principal Advised Services

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About Joshua Ryan Kight

Joshua Ryan Kight is a financial advisor currently registered with Principal Advised Services. Joshua has been working in the financial industry since 2008, previously working with Waddell & Reed, Inc. and Northwestern Mutual Investment Services, LLC. Joshua is licensed to provide investment advice in a variety of states, including North Carolina, Iowa and others. Joshua holds Series 6, 7, 63 and 65 licenses, and also holds the Securities Industry Essentials (SIE) exam. Joshua Ryan Kight's area of expertise is in portfolio management for both individuals and businesses, and in selecting other advisors.

Firm Information

Joshua Kight 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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Joshua Kight’s Registration & Firm History

NC

10/31/2022 - Present

Principal Advised Services (Charlotte NC)

NC

09/12/2011 - 05/08/2012

WADDELL & REED, INC. (CHARLOTTE NC)

NC

03/26/2007 - 12/06/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 09/27/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Ryan Kight.
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