AH
AH

Angela Rae Heaton

19 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
16,940 clients
Average Client Portfolio
$52K average
Assets Under Management
$887.3M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

711 High St, Des Moines, IA, 50392

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Angela is the secretary of the Libory EMS Squad and a distributor for Young Living Essential Oils. She also serves as President for the St Libory Catholic Church's Council of Catholic Women and owns rental property, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Principal Advised Services
April 2025 - Present · 10 mos
Principal Securities, INC.
July 2006 - Present · 19 yrs 7 mos
Principal Securities, INC.Broker
July 2006 - Present · 19 yrs 7 mos
Previous Registrations
Principal Securities, INC.
March 2025 - June 2025 · 3 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Angela Rae Heaton - Financial Advisor | TrueAdvisor