Eric John Hollister
Investment adviser representative at Principal Advised Services
29 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
29 years in the industry.
- Principal Advised ServicesAug 2024 to now
- Principal BankAug 2024 to now
- Principal Life Insurance CompanyJan 2024 to now
- Principal Securities, Inc.Jan 2024 to now
- Cambridge Investment Research Advisors, Inc.Nov 2021 to Jan 2024
- Cambridge Investment Research, Inc.Nov 2021 to Jan 2024
- Schuster Anderson Wealth AdvisorsOct 2017 to Jan 2024
- Principal Life Insurance CompanyOct 2017 to Nov 2021
- Principal Securities IncApr 1999 to Nov 2021
- Principal Financial GroupOct 1997 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IA, NE).
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
- 3218246
- Firm CRD
- 297324