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Stephen Parker Clapp

Principal Advised Services

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About Stephen Parker Clapp

Stephen Parker Clapp is a registered representative with Principal Advised Services. Stephen has been in the financial services industry since November 2010. Stephen holds the Series 66 license. Stephen is currently registered in Florida and Iowa. Stephen has experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Fidelity Investments, Principal Life Insurance Company, Principal Advised Services, and Principal Securities, Inc. Stephen specializes in working with high-net-worth individuals and individuals other than high-net-worth. Stephen is also a registered representative with Principal Securities, Inc.

Firm Information

Stephen Clapp 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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Stephen Clapp’s Registration & Firm History

FL

09/16/2024 - Present

Principal Advised Services (FERNANDINA BEACH FL)

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Licenses & Designations

State Registrations

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SRO Registrations

Disclosures

There are no public disclosures for Stephen Parker Clapp.
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