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Chief Sales Officer · Principal Advised Services

Eric Vanderleek

CRD 2891374 · Named on Form ADV at one SEC-registered adviser

At a glance

Principal Advised Services, an SEC-registered wealth manager based in DES Moines, IA with $1.4 billion in regulatory assets, lists Eric Vanderleek on its Form ADV as Chief Sales Officer, a control person.

Firms and roles

AtlasMembers

Eric’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (19)

14 more people named with Eric on the same filings, with titles and firms. Free in Atlas with a free account.

See all 19 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.