AdFi
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Megan M Christiansen

Investment Adviser Representative at Principal Advised Services

Norwalk, IACRD #6273223Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Megan M. Christiansen is an investment adviser representative in Norwalk, IA, currently registered with Principal Securities, Inc. and Principal Advised Services. They have worked in the securities industry since 2014 and have been registered with 4 firms, including Sammons Financial Network, LLC and VOYA Financial Advisors, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Iowa.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Iowa
Broker:
51 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/9/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 8/25/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/19/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/12/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Principal Advised ServicesCurrent
5/31/2024 – Norwalk, IA
Principal Securities, Inc.Current
7/13/2021 – Norwalk, IA
Sammons Financial Network, LLC
7/13/2017 – 6/3/2021West Des Moines, IA
VOYA Financial Advisors, Inc.
5/26/2016 – 6/30/2017Des Moines, IA
Principal Securities, Inc.
12/12/2013 – 5/16/2016Des Moines, IA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Voya Financial Advisors, Inc.
    May 2016 – Jul 2017Des Moines, IA
  2. Sammons Retirement Solutions
    Jul 2017 – Jun 2021West Des Moines, IA
  3. Sammons Financial Network
    Jul 2017 – Jun 2021West Des Moines, IA
  4. Principal LIFE Insurance Co
    Jul 2021 – no end date reportedW Des Moines, IA
  5. Principal Securities Inc
    Jul 2021 – no end date reportedDes Moines, IA
  6. Principal Advised Services
    Apr 2024 – no end date reportedDesmoines, IA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Principal Advised Services

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.005

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
224
Offices listed on AdvisorFinder:
3
Main office:
Des Moines, IA
SEC file number:
801-114432

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 10, 2026

View full firm profile

Other advisors at Principal Advised Services

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Megan M Christiansen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Megan M Christiansen (Principal Advised Services)