Nicholas
Flynn

Principal Advised Services

CRD#7958884
Investment Advisor
in Pleasant Hill, IA

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About this Advisor

Nicholas Flynn is a financial advisor based in Pleasant Hill, Iowa, working with Principal Advised Services. Nicholas has previously held positions at Associate Staffing, Woodward Community Based Services, Evolving Edge Graphics, Vanguard Appraisals Inc, Wells Fargo Bank, Penske Truck Rental, Adventureland Park, University Of Iowa Parking And Transportation, Dp Dough, Kids Klub, Panda Express, Order Up, Principal Securities, Inc, Undergrad Student, Principal Life Insurance Company, and Principal Advised Services. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Nicholas is part of Principal Advised Services, which operates out of Pleasant Hill, Iowa. The firm has 157 offices and 343 employees. Principal Advised Services manages assets totaling $887.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Principal Advised Services includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Pleasant Hill, IA

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Principal Advised Services Brokerage Details

Total Assets Under Management

$887,316,440

IA Average: $9,259,360,772
Total Number of Employees

343

IA Average: 166
Total Number of Accounts

16,940

IA Average: 7,189
Average Account Size

$52,380

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicholas Flynn Work History

2024 - Present (1 year)

Principal Securities, Inc

2024 - Present (1 year)

Principal Life Insurance Company

2024 - Present (1 year)

Principal Advised Services

2024 - 2024 (< 1 year)

Associate Staffing

2022 - 2024 (2 years)

Evolving Edge Graphics

2022 - 2022 (< 1 year)

Vanguard Appraisals Inc

2020 - 2024 (4 years)

Woodward Community Based Services

2020 - 2022 (2 years)

Wells Fargo Bank

2017 - 2020 (3 years)

Penske Truck Rental

2017 - 2017 (< 1 year)

Adventureland Park

2016 - 2016 (< 1 year)

Order Up

2015 - 2017 (2 years)

University Of Iowa Parking And Transportation

2015 - 2015 (< 1 year)

Dp Dough

2015 - 2015 (< 1 year)

Kids Klub

2015 - 2015 (< 1 year)

Panda Express

2013 - 2017 (4 years)

Undergrad Student

Disclosures

Please visit the SEC profile of Nicholas Flynn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Advised Services

Eric Mohammed
Matthews, NC
Steven Bellina
Murrells Inlet, SC
Ryan Myers
Des Moines, IA
Jacob Petion
Allen, TX
Ryan Robinson
Charlotte, NC
Koffigan Vonor
Des Moines, IA
Logan Bauhs
Waterloo, IA
Benjamin Topping
Boynton Beach, FL

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