Debra R Cinquemani
Investment adviser representative at Principal Advised Services
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Principal Advised ServicesJul 2024 to now
- Principal BankJul 2024 to now
- Principal Life Insurance CompanyMay 2024 to now
- Principal Securities, Inc.May 2024 to now
- Century Silver ExchangeNov 2022 to Nov 2023
- Thrivent FinancialJan 2017 to May 2024
- Thrivent Investment Management IncJan 2017 to May 2024
- St Vincent De PaulOct 2010 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AL, IA).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2918301
- Firm CRD
- 297324