Shaun Michael Felber
Investment adviser representative at Principal Advised Services
11 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
11 years in the industry.
- Principal Advised ServicesJan 2026 to now
- Principal Life Insurance CompanyJan 2026 to now
- Principal Securities, Inc.Jan 2026 to now
- First Mid Bank & TrustMar 2025 to Jan 2026
- Fidelity InvestmentsDec 2021 to Feb 2025
- Principal Securities IncSep 2021 to Nov 2021
- Smith Mcghee InsuranceSep 2019 to Dec 2021
- TD AmeritradeJan 2019 to Sep 2019
- CitiJun 2017 to Dec 2018
- Royal Banks of MissouriNov 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, MO).
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
- 6286227
- Firm CRD
- 297324