Gina M Trokey
Investment adviser representative at Principal Advised Services
14 yearsExperience
3 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
14 years in the industry.
- Principal Advised ServicesJul 2026 to now
- Principal BankJul 2026 to now
- Principal Life Insurance CompanyJul 2026 to now
- Principal Securities, Inc.Apr 2026 to now
- Associate StaffingApr 2026 to Jul 2026
- Dojo TutorOct 2025 to Mar 2026
- Pure BarreJul 2025 to Apr 2026
- Consolidated High School District 230Aug 2017 to Jun 2025
- University of IowaAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (IA, NC, SC).
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
- 8242430
- Firm CRD
- 297324