Ryan Steffen (CRD# 6151218) is an Investment Advisor Representative working at Principal Advised Services in Des Moines, IA and has over 2 years of experience in the finance industry.
CRD# 5749884
Lpl Financial LLC
CRD# 4912538
Ria Advisory Group, LLC
CRD# 4681464
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Des Moines, IA | Nov 2023 - Current | < 1 |
| Principal Securities Inc. | Des Moines, IA | Jun 2021 - Current | 2 |
| Principal Life Insurance Company | Des Moines, IA | Feb 2019 - Current | 5 |
| Ryan Steffen - - Sole Proprieter | West Des Moines, IA | Aug 2019 - May 2021 | 1 |
| Wells Fargo Advisors | Des Moines, IA | Dec 2014 - Jan 2019 | 4 |
| Full Time Student | Cedar Falls, IA | Aug 2014 - Dec 2014 | < 1 |
| Midland Loan Services | Overland Park, KS | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- IA
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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