Nathan Walker Antonik
Investment adviser representative at Principal Advised Services
11 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
11 years in the industry.
- Principal Advised ServicesJul 2025 to now
- Principal Life Insurance CompanyJul 2025 to now
- Principal Securities, Inc.Apr 2025 to now
- Associate StaffingApr 2025 to Jul 2025
- N/aDec 2024 to Mar 2025
- Townsquare InteractiveAug 2023 to Dec 2024
- Sunrise GrillApr 2023 to Jul 2023
- N/aDec 2022 to Apr 2023
- Lucky 32's Southern KitchenApr 2022 to Aug 2022
- Booneshine Brewing CompanyApr 2021 to Aug 2021
- Tapp RoomApr 2020 to Aug 2020
- Appalachian State UniversityAug 2018 to Dec 2022
- Apex Friendship High SchoolAug 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined 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
- 8065442
- Firm CRD
- 297324