Ivan Mitchell Gutierrez
Investment adviser representative at Principal Advised Services
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 yearsFirm in business
Are you Ivan Mitchell Gutierrez? Claim your profile
Contact this firm
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 ServicesOct 2024 to now
- Principal BankOct 2024 to now
- Principal Life Insurance CompanySep 2024 to now
- Principal Securities, Inc.Sep 2024 to now
- Self-employedAug 2023 to Sep 2024
- Tradestation Securities, Inc.Mar 2023 to Aug 2023
- Primerica AdvisorsFeb 2023 to Mar 2023
- Pfs Investments Inc.Oct 2022 to Mar 2023
- Primerica Financial ServicesSep 2022 to Mar 2023
- Equitable Advisors, LLCJun 2022 to Sep 2022
- Pfs Investments Inc.Mar 2022 to Jun 2022
- Primerica Financial ServicesFeb 2022 to Jun 2022
- UnemployedFeb 2020 to Feb 2022
- Pike EngineeringSep 2019 to Feb 2020
- UnemployedDec 2018 to Sep 2019
- Florida International UniversityAug 2015 to Dec 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 (FL, IA).
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
- 7517967
- Firm CRD
- 297324