Melissa Laura Campbell
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 ServicesApr 2026 to now
- Principal BankApr 2026 to now
- Principal Securities, Inc.Feb 2026 to now
- Principal Life Insurance CompanyJan 2025 to now
- Merrick BankApr 2023 to Jan 2025
- DstSep 2022 to Mar 2023
- Schneider National, IncJun 2021 to Sep 2022
- Discover Financial ServicesNov 2020 to Jun 2021
- Schneider National, Inc.Aug 2019 to Oct 2020
- Discover Financial ServicesNov 2018 to Aug 2019
- UnemployedSep 2018 to Nov 2018
- Schneider National, Inc.Aug 2017 to Sep 2018
- Discover Financial ServicesApr 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IA, UT).
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
- 8206091
- Firm CRD
- 297324