Yolanda Goodwin
Investment adviser representative at Principal Advised Services
12 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
12 years in the industry.
- Principal Advised ServicesJan 2025 to now
- Principal Life Insurance CompanyJan 2025 to now
- Principal Securities, Inc.Jan 2025 to now
- Macy'sNov 2024 to Jan 2025
- The Guess StoreOct 2024 to Dec 2024
- Pruco Securities LLCDec 2023 to Oct 2024
- The Prudential Insurance Company of AmericaDec 2023 to Oct 2024
- Signature Medicare SolutionsOct 2023 to Oct 2023
- Vitality InvestmentsJul 2023 to Sep 2023
- Northwestern Mutual Wealth Management CompanySep 2021 to Jul 2023
- Northwestern Mutual Investment Services LLCFeb 2019 to Jul 2023
- Northwestern Mutual Life Insurance CompanyFeb 2019 to Jul 2023
- Colonial LifeSep 2018 to Feb 2019
- Medicare Medigap HotlineJul 2018 to Sep 2018
- AXA Advisors, LLCMay 2018 to Feb 2019
- LowesMay 2018 to Jul 2018
- UnemployedMar 2018 to May 2018
- StudentSep 2017 to Mar 2018
- Aetna Life Insurance CoSep 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, WI).
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
- 6946985
- Firm CRD
- 297324