Kyle Matthew Sellers
Investment adviser representative at Principal Advised Services
12 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
12 years in the industry.
- Principal Advised ServicesJul 2025 to now
- Principal Life Insurance CompanyJul 2025 to now
- Principal Securities, Inc.Apr 2025 to now
- Qc Pour HouseFeb 2025 to now
- Associate StaffingApr 2025 to Jul 2025
- Florida Financial Advisors dba Tristate Financial AdvisorsSep 2024 to Jan 2025
- Shiki Sushi and HibachiMar 2019 to Sep 2024
- Hickory Middle/high SchoolSep 2014 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
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
- 7981279
- Firm CRD
- 297324