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Scott Jeffrey Breitkreutz

Principal Advised Services

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About Scott Jeffrey Breitkreutz

Scott Breitkreutz is a registered investment advisor representative with Principal Advised Services. Scott has been in the industry since 2010, and is registered in 51 states and the District of Columbia. Scott's firm, Principal Advised Services, manages over $569 million in assets and serves both individuals and investment companies.

Firm Information

Scott Breitkreutz 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 Breitkreutz’s Registration & Firm History

NE

08/20/2024 - Present

Principal Advised Services (SAINT LIBORY NE)

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Licenses & Designations

BC

Issued 03/29/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/30/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Jeffrey Breitkreutz.
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