Alexandra Fay Grupe
Investment adviser representative at Principal Advised Services
10 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
10 years in the industry.
- Principal Advised ServicesApr 2024 to now
- Principal Life Insurance CompanyFeb 2022 to now
- Principal Securities, Inc.Feb 2022 to now
- Associate StaffingNov 2021 to Mar 2022
- Kindercare Learning CentersMar 2021 to Nov 2021
- UnemployedAug 2020 to Mar 2021
- Troy Burne Golf ClubApr 2019 to Aug 2020
- UnemployedJul 2018 to Apr 2019
- Larchmont Golf CourseMar 2018 to Jul 2018
- UnemployedDec 2017 to Mar 2018
- Populus GroupJul 2017 to Dec 2017
- Full Time StudentSep 2016 to Jul 2017
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
- 7498665
- Firm CRD
- 297324