Connor John Tuerlings
Investment adviser representative at Principal Advised Services
9 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
9 years in the industry.
- Principal Advised ServicesOct 2024 to now
- Principal BankOct 2024 to now
- Principal Life InsuranceOct 2024 to now
- Principal Securities, Inc.Jul 2024 to now
- Associate StaffingJul 2024 to Oct 2024
- Gungho MarketingJan 2023 to Jul 2024
- Pennymac Loan Services, LLCMar 2021 to Oct 2022
- Benchcraft CompanyOct 2020 to Dec 2020
- UnemployedMar 2020 to Oct 2020
- Soccer ShotsOct 2015 to Mar 2020
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
- 7968515
- Firm CRD
- 297324