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Patrick Muaba Kapiamba

Principal Advised Services

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About Patrick Muaba Kapiamba

Patrick Muaba Kapiamba is a financial advisor with Principal Advised Services in Arlington, Texas. Patrick has been in the financial industry since 2022 and has a strong track record of helping clients reach their financial goals. Patrick is a registered representative with FINRA and is licensed in 52 states and the District of Columbia. Patrick specializes in providing financial planning and portfolio management services to both individuals and families.

Firm Information

Patrick Kapiamba 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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Patrick Kapiamba’s Registration & Firm History

TX

02/18/2025 - Present

Principal Advised Services (ARLINGTON TX)

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Licenses & Designations

BOTH

Issued 02/24/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are 2 public disclosures for Patrick Muaba Kapiamba. Review regulatory record here.
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