![Crysta Berry, financial advisor Waterloo IA](/img/ws/profile-blank-sq.png)
Crysta Berry (CRD# 7287979) is an Investment Advisor Representative working at Principal Advised Services in Waterloo, IA and has over 2 years of experience in the finance industry.
![Emily Adams, financial advisor Waterloo IA](/img/ws/profile-blank-sq.png)
CRD# 5204878
Cetera Investment Advisers LLC
![Jordan Alborn, financial advisor Waterloo IA](/img/ws/profile-blank-sq.png)
CRD# 5622169
Ameriprise Financial Services, LLC
![Stephanie Arensdorf, financial advisor Waterloo IA](/img/ws/profile-blank-sq.png)
CRD# 4720768
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Advised Services | Waterloo, IA | Apr 2024 - Current | < 1 |
Principal Securities, Inc. | Waterloo, IA | Feb 2021 - Current | 3 |
Principal Life Insurance Co | Waterloo, IA | Aug 2020 - Current | 3 |
Lincoln Savings Bank | Reinbeck, IA | Jun 2018 - Aug 2020 | 2 |
Full Time Education | Waterloo, IA | Jan 2016 - Aug 2018 | 2 |
Unemployed | Waterloo, IA | Nov 2015 - Jan 2016 | < 1 |
Gmac Mortgage/ocwen | Waterloo, IA | Dec 2000 - Nov 2015 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2021 |
S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- IA
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Total Assets Under Management569MILLIONS
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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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