Laura Jeannine Fellows
Investment adviser representative at Principal Advised Services
19 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
19 years in the industry.
- Principal Advised ServicesJan 2025 to now
- Principal Life Insurance CompanyJan 2025 to now
- Principal Securities, Inc.Jan 2025 to now
- Modern Woodmen of AmericaJan 2023 to Jan 2025
- Mwa Financial Services IncJan 2023 to Jan 2025
- Eagle Strategies LLCJan 2022 to Jan 2023
- Nylife Securities, LLCAug 2018 to Jan 2023
- New York Life Insurance CompanyJul 2018 to Jan 2023
- Lazo Wellness & Chiropractic, PllcJun 2007 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
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
- 6989698
- Firm CRD
- 297324