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Megan M Christiansen

Principal Advised Services

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About Megan M Christiansen

Megan Christiansen is a financial advisor with Principal Advised Services in NORWALK, IA. Megan has been in the financial industry for 10 years and has a broad range of experience working with individuals and families. She is registered with FINRA and holds Series 6, 7, 63 and 66 licenses. She also holds an SIE designation and is registered to conduct business in all 50 states. Megan is passionate about helping her clients achieve their financial goals and believes in providing personalized advice tailored to their specific needs.

Firm Information

Megan Christiansen 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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Megan Christiansen’s Registration & Firm History

IA

05/31/2024 - Present

Principal Advised Services (NORWALK IA)

IA

07/13/2017 - 06/03/2021

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

IA

05/26/2016 - 06/30/2017

VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)

IA

12/12/2013 - 05/16/2016

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 05/09/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan M Christiansen.
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