Adam Keith Hatch
Investment adviser representative at Principal Advised Services
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
7 yearsFirm in business
Are you Adam Keith Hatch? Claim your profile
Contact this firm
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
14 years in the industry.
- Principal Advised ServicesJun 2024 to now
- Principal BankJun 2024 to now
- Principal Securities, Inc.Jan 2018 to now
- Principal Life Insurance CompanyDec 2017 to now
- Sammons Financial NetworkJul 2017 to Dec 2017
- Sammons Retirement SolutionsJul 2017 to Dec 2017
- AXA Advisors, LLCDec 2016 to Jul 2017
- Principal Life Insurance CompanyOct 2012 to Dec 2016
- Princor Financial Services CorporationOct 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2017
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
- 5991656
- Firm CRD
- 297324