Dalton Christopher Thiem
Investment adviser representative at Principal Advised Services
8 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
8 years in the industry.
- Principal Advised ServicesOct 2024 to now
- Principal Life Insurance CompanyOct 2024 to now
- Principal Securities, Inc.Jul 2024 to now
- Associate StaffingJul 2024 to Oct 2024
- Northern Michigan UniversityJul 2024 to Aug 2024
- Flagstar BankDec 2022 to Jul 2024
- Northern Michigan UniversityMay 2022 to Dec 2022
- Northern Michigan UniversityAug 2020 to Apr 2022
- UnemployedApr 2020 to Jan 2021
- McdonaldsDec 2019 to Jan 2020
- Northern Michigan UniversityAug 2019 to Apr 2020
- McdonaldsOct 2016 to Aug 2019
- Alpena Community CollegeAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
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
- 7968513
- Firm CRD
- 297324