Chaundra Kay Straker
Investment adviser representative at Principal Advised Services
10 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
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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
10 years in the industry.
- Principal Advised ServicesFeb 2025 to now
- Principal Life InsuranceApr 2024 to now
- Principal SecuritiesApr 2024 to now
- Firestone Walker Brewing CompanyDec 2022 to now
- Cetera Investment Advisers LLCJun 2023 to Apr 2024
- Cetera Advisor Networks LLCMar 2018 to Apr 2024
- UnemployedDec 2017 to Mar 2018
- National Planning CorporationJun 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5456642
- Firm CRD
- 297324