Craig J Engel
Investment adviser representative at Principal Advised Services
14 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
14 years in the industry.
- Principal Advised ServicesOct 2022 to now
- Principal Securities, Inc.May 2022 to now
- Principral Life Insurance CompanyMar 2022 to now
- AllstateJun 2020 to Mar 2022
- UnemployedOct 2019 to May 2020
- Binary Star Pictures. LLCMay 2019 to May 2022
- Financial Engines Advisors L.L.C.Nov 2018 to Sep 2019
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial ServicesAug 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IA, IN).
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
- 6125800
- Firm CRD
- 297324