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Kathleen Germain Saba

Principal Advised Services

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About Kathleen Germain Saba

Kathleen Saba is a registered investment advisor representative. Kathleen is associated with Principal Advised Services. Kathleen has been in the securities industry since December 2021. Kathleen holds a Series 66 license. The Principal Advised Services firm provides investment advice to individuals and businesses, and also offers financial planning and selection of other advisers.

Firm Information

Kathleen Saba 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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Kathleen Saba’s Registration & Firm History

AZ

02/13/2025 - Present

Principal Advised Services (PHOENIX AZ)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathleen Germain Saba.
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