Brandy Sue Lamp
Investment adviser representative at Principal Advised Services
35 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
35 years in the industry.
- Principal Securities, Inc.Aug 2023 to now
- Principal Advised ServicesApr 2019 to now
- Principal BankApr 2019 to now
- Principal Life Insurance CompanyJun 1997 to now
- Princor Financial Services CorporationJul 1997 to Apr 2019
- Self-employmentJun 1991 to Dec 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 2926785
- Firm CRD
- 297324