Izaak Millard Dixon
Investment adviser representative at Principal Advised Services
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Principal Advised ServicesMar 2024 to now
- Principal BankMar 2024 to now
- Principal Securities, Inc.May 2022 to now
- Principal Life Insurance CompanyMar 2022 to now
- Iowa Department of Public HealthJul 2021 to Feb 2022
- Sophia UniversityApr 2019 to Jul 2019
- Iowa State UniversityAug 2017 to May 2021
- Hy-veeMay 2016 to Jul 2021
- Waukee High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7544737
- Firm CRD
- 297324