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Scott Allen Christensen

Principal Advised Services

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About Scott Allen Christensen

Scott Christensen is a financial advisor with Principal Advised Services, located in Des Moines, Iowa. He is a Chartered Financial Analyst and has been in the financial services industry since 2015. Scott holds the Series 27, SIE, and Series 99TO licenses. Scott specializes in portfolio management for individuals. He has a strong focus on helping individuals reach their financial goals. Scott also has a strong commitment to his community. He is currently the President of the Animal Rescue League of Iowa Foundation Board.

Firm Information

Scott Christensen 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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Scott Christensen’s Registration & Firm History

IA

12/14/2018 - Present

Principal Advised Services (Des Moines IA)

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Licenses & Designations

BC

Issued 05/29/2015

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Allen Christensen.
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