Mason S Lerch
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 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
- Total Quality LogisticsMay 2025 to Mar 2026
- 1st Day School SuppliesMay 2024 to Aug 2024
- The J BarMar 2024 to Apr 2025
- Melt Bar and GrilledMay 2023 to Dec 2023
- Ohio UniversityAug 2021 to May 2025
- Green Horizon Inc.May 2021 to Aug 2022
- Marc's StoresJun 2020 to Sep 2020
- St Edward High SchoolAug 2017 to May 2021
- UnemployedJun 2017 to Jul 2017
- Holy Trinity SchoolAug 2015 to May 2017
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
- 8242441
- Firm CRD
- 297324