Kyle J. Machiz

PRINCIPAL ADVISED SERVICES

Timnath, CO

Some features on this profile are disabled

CRD#: 7438399

Professional summary

Kyle Joseph Machiz, who also goes by Kyle Machiz, is a registered financial advisor currently at PRINCIPAL ADVISED SERVICES located in Timnath, Colorado and PRINCIPAL SECURITIES, INC. located in Charlotte, North Carolina.

Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kyle has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Aliases

Kyle Machiz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSTACART POSITION: Driver/shopper NATURE: Driver INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2024 ADDRESS: 5099 Long Dr, Timnath CO 80547, United States DESCRIPTION: Role is a driver for Instacart, delivering groceries and other retail goods to the general public. Working hours are at my own discretion and do not interfere with working hours for my position with Principal.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Machiz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 28, 2026 - Present

PRINCIPAL ADVISED SERVICES

RIA

CRD#: 297324

Timnath, CO

Current

July 16, 2026 - Present

PRINCIPAL SECURITIES, INC.

Office #1: 401 Mccullough Dr Ste 200, Charlotte, NC 28262

RIA

CRD#: 1137

Charlotte, NC

Past

December 13, 2024 - July 13, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT COLLINS, CO

Past

December 13, 2024 - July 13, 2026

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT COLLINS, CO

Past

September 12, 2023 - July 22, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GREELEY, CO

Past

September 12, 2023 - July 22, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GREELEY, CO

Past

April 3, 2023 - August 24, 2023

MORGAN STANLEY

RIA

CRD#: 149777

GILBERT, AZ

Past

March 17, 2023 - August 24, 2023

MORGAN STANLEY

CRD#: 149777

GILBERT, AZ

Past

November 11, 2021 - March 8, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRINCIPAL ADVISED SERVICES

PRINCIPAL ADVISED SERVICES | PRINCIPAL ADVISED SERVICES, LLC

CRD#: 297324 / SEC#: 801-114432

RIA

Registered Investment Advisory firm - (12/14/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/16/2026)

Alaska
(7/16/2026)

Arizona
(7/16/2026)

Arkansas
(7/16/2026)

California
(7/16/2026)

Colorado
(7/16/2026)

IAR

Colorado
(7/28/2026)

Connecticut
(7/16/2026)

Delaware
(7/16/2026)

District of Columbia
(7/16/2026)

Florida
(7/16/2026)

Georgia
(7/16/2026)

Hawaii
(7/16/2026)

Idaho
(7/16/2026)

Illinois
(7/16/2026)

Indiana
(7/16/2026)

Iowa
(7/16/2026)

IAR

Iowa
(7/28/2026)

Kansas
(7/16/2026)

Kentucky
(7/16/2026)

Louisiana
(7/16/2026)

Maine
(7/16/2026)

Maryland
(7/16/2026)

Massachusetts
(7/16/2026)

Michigan
(7/16/2026)

Minnesota
(7/16/2026)

Mississippi
(7/16/2026)

Missouri
(7/16/2026)

Montana
(7/16/2026)

Nebraska
(7/16/2026)

Nevada
(7/16/2026)

New Hampshire
(7/16/2026)

New Jersey
(7/16/2026)

New Mexico
(7/16/2026)

New York
(7/16/2026)

North Carolina
(7/16/2026)

North Dakota
(7/16/2026)

Ohio
(7/16/2026)

Oklahoma
(7/16/2026)

Oregon
(7/16/2026)

Pennsylvania
(7/16/2026)

Rhode Island
(7/16/2026)

South Carolina
(7/16/2026)

South Dakota
(7/16/2026)

Tennessee
(7/16/2026)

Texas
(7/16/2026)

Utah
(7/16/2026)

Vermont
(7/16/2026)

Virginia
(7/16/2026)

Washington
(7/16/2026)

West Virginia
(7/16/2026)

Wisconsin
(7/16/2026)

Wyoming
(7/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/3/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/22/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/11/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/15/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PRINCIPAL ADVISED SERVICES

PRINCIPAL ADVISED SERVICES | PRINCIPAL ADVISED SERVICES, LLC

CRD#: 297324 / SEC#: 801-114432

RIA

Registered Investment Advisory firm - (12/14/2018 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

655 9th Street, Des Moines, IA 50309

Mailing Address

711 High Street, Des Moines, IA 50392

Phone number

(866) 412-0770

Established

Firm type

Fiscal year end

# of Employees

343

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRINCIPAL ADVISED SERVICES FORM ADV 2A WRAP FEE BROCHURE (1/2/2026)

PRINCIPAL ADVISED SERVICES TARGET MY RETIREMENT ADV PART 2A BROCHURE (1/2/2026)

PAS ADV 2A ADVICE BROCHURE (1/2/2026)

Regulatory assets under management

Total Number of Accounts	16,940
AUM (Assets Under Management)	$ 887,316,440

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
10/28/2024	Cover Page	Report
11/20/2023	Cover Page	Report
09/22/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kyle J. Machiz

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Joseph Machiz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRINCIPAL SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

PRINCIPAL ADVISED SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 4/3/2023

Series 63

Date: 11/22/2021

Series 7TO

Date: 11/11/2021

SIE

Date: 10/15/2021

FINRA

Current Firm

PRINCIPAL ADVISED SERVICES

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PRINCIPAL ADVISED SERVICES

TRUST BUT VERIFY

Similar Advisors