Owen Scott Brauch
Investment adviser representative at Principal Advised Services
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Principal Advised ServicesApr 2026 to now
- Principal BankApr 2026 to now
- Principal Life Insurance CompanyApr 2026 to now
- Principal Securities, Inc.Jan 2026 to now
- Associate StaffingJan 2026 to Apr 2026
- UnemployedDec 2025 to Jan 2026
- Wells FargoJul 2025 to Dec 2025
- UnemployedJun 2025 to Jul 2025
- Dll Financial SolutionsMay 2024 to Dec 2024
- Mount Mercy UniversityAug 2021 to May 2025
- UnemployedJun 2021 to Jul 2021
- Pump It UpApr 2019 to Sep 2019
- Dowling Catholic High SchoolAug 2017 to May 2021
- UnemployedApr 2016 to Mar 2019
- Saint Francis of Assisi SchoolJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8205589
- Firm CRD
- 297324