Cole A Metzler

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Principal Life Insurance CompanySep 2024 to now
2. Principal Advised ServicesAug 2024 to now
3. Principal BankAug 2024 to now
4. Principal Securities, Inc.Jun 2024 to now
5. Associate StaffingJun 2024 to Sep 2024
6. S & S Employment PartnersMar 2024 to May 2024
7. Fridley TheatresAug 2023 to Mar 2024
8. UnemployedJun 2023 to Aug 2023
9. Tmc TransportationApr 2023 to Jun 2023
10. UnemployedFeb 2023 to Apr 2023
11. Truckers Insurance AssociatesNov 2021 to Feb 2023
12. UnemployedSep 2021 to Nov 2021
13. Aston Carter (aerotek)Aug 2021 to Sep 2021
14. UnemployedJul 2021 to Aug 2021
15. Premier RoofingJun 2021 to Jul 2021
16. American Fence CompanyMay 2021 to May 2021
17. UnemployedFeb 2021 to Jun 2021
18. Information Providers IncFeb 2019 to Feb 2021
19. Celebrity StaffingAug 2018 to Jan 2019
20. UnemployedJul 2018 to Aug 2018
21. Pekin Community School District 108Jan 2018 to Jul 2018
22. Envoy AirlinesAug 2017 to Dec 2017
23. Pekin Union MissionMay 2015 to Jul 2017
24. College (robert Morris University)Jul 2014 to Apr 2018

Exams passed

• 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

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

7958885

Firm CRD

297324