Shannon Kirk Obert
Investment adviser representative at Principal Advised Services
29 yearsExperience
1 stateRegistered in
ChFC®Designation
$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 ServicesJul 2023 to now
- Principal Securities, Inc.Jan 2001 to now
- Principal Life Insurance CompanyJun 1997 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
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
- 4347550
- Firm CRD
- 297324