Ryan Ann Haefs
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 ServicesJun 2024 to now
- Principal Life InsuranceAug 2023 to now
- Principal Securities, Inc.Feb 2022 to now
- Associated StaffingDec 2021 to Aug 2023
- Total Wealth AdvisorsJun 2020 to Nov 2021
- Hamline UniversityMay 2020 to Apr 2021
- Dependable Home Health CareJun 2019 to Dec 2021
- The Court Above MainAug 2018 to Jun 2019
- Able, Inc.Jul 2017 to Jul 2018
- Rw Houser YmcaMay 2017 to May 2019
- La Crescent High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IA, MN).
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
- 7425975
- Firm CRD
- 297324