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Ryan Michael Trenz

Principal Advised Services

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About Ryan Michael Trenz

Ryan Michael Trenz is a financial advisor registered with Principal Advised Services in O'Fallon, MO. Ryan has been in the industry since 2018 and is licensed in both broker-dealer and investment advisor capacities. Ryan has extensive experience serving clients across the country and has a strong understanding of various financial products and services. Ryan is committed to providing clients with tailored advice and guidance to help them achieve their financial goals.

Firm Information

Ryan Trenz 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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Ryan Trenz’s Registration & Firm History

MO

10/21/2024 - Present

Principal Advised Services (Saint Louis MO)

MO

08/03/2018 - 03/25/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/31/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Ryan Michael Trenz.
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