Caden Jay Minnich
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 2026 to now
- Principal BankJul 2026 to now
- Principal Life Insurance CompanyJun 2026 to now
- Principal Securities, Inc.Jun 2026 to now
- Pangea Global Tea HouseJul 2025 to Aug 2025
- GapJul 2025 to Jul 2025
- TopgolfJun 2025 to Aug 2025
- Elon UniversityAug 2023 to May 2026
- Elon University Kernodle CenterAug 2023 to May 2026
- Jellystone Park of the Finger LakesJun 2022 to Sep 2022
- Haverling High SchoolSep 2019 to Jun 2023
- Pleasant Valley InnJun 2018 to Nov 2018
- Dana L. Lyon Middle SchoolSep 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8040226
- Firm CRD
- 297324