Use our Financial Advisor Match Tool to find your ideal match.

Are you with Principal Asset Management?

Showcase your expertise, keep your information up to date and connect with potential clients.

Claim Your Profile

Are you a financial advisor?

Find and update your Invested Better profile.

This information is unverified and unclaimed information.

Firm Information

Principal Asset Management is a large investment advisor based in Des Moines, Iowa, with over 700 investment advisory professionals. They manage over $377 billion in assets for a diverse client base, including individuals, businesses, institutions, and pooled investment vehicles. The firm offers a wide range of investment advisory services, including asset allocation, portfolio management, and spread lending management. They also provide educational seminars and select other advisors for their clients.

Principal Asset Management

801 GRAND AVE

DES MOINES, IA 50392-0001

$377.22B

Assets Under Management

98 Total Clients

119

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

portfolio management for investment companies

Strategic management for diversified investment portfolios.

spread lending management and advice; asset allocation services; providing model portfolios

Spread lending management and advice; asset allocation services; providing model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

other

Charge on a cost allocation basis to principal life

Advisors at Principal Asset Management

View All 119 Advisors

Richard S Zake

Appleton, WI

View Profile

Timothy David McQueen

Tualatin, OR

View Profile

William Harvey Glover

Fair Haven, NJ

West Hartford, CT

Charlotte, NC

Minneapolis, MN

Beaverton, OR

Denver, CO

View All 119 Advisors

Find Your Ideal Financial Advisor

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Not sure if Principal Asset Management is right for you?

Disclosures

There are no public disclosures for Principal Asset Management.

Frequently Asked Questions (9)

Helpful Articles

Not sure Principal Asset Management is the right advisor for you? Invested Better is here to help.

Why Should You Consult a Divorce Financial Advisor?

Financial Advisors for Entrepreneurs with Small Business

How to Max Out Your 401(k) Contributions

Principal Asset Management

Headquartered in DES MOINES, IA

When are you planning to retire?

Are you with Principal Asset Management?

Are you a financial advisor?

Firm Information

Principal Asset Management

$377.22B

Assets Under Management

98

Total Clients

Total Financial Advisors

Services Offered

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

portfolio management for investment companies

spread lending management and advice; asset allocation services; providing model portfolios

Fee Structure

fixed fees

percentage of assets

performance-based fees

other

Branch Locations (48)

Advisors at Principal Asset Management

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (9)

Helpful Articles

When are you planning to retire?

Are you with Principal Asset Management?

Are you a financial advisor?

Helpful Articles

Principal Asset Management

Headquartered in DES MOINES, IA

When are you planning to retire?

Are you with Principal Asset Management?

Are you a financial advisor?

Firm Information

Principal Asset Management

$377.22B

Assets Under Management

98

Total Clients

Total Financial Advisors

Services Offered

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

portfolio management for investment companies

spread lending management and advice; asset allocation services; providing model portfolios

Fee Structure

fixed fees

percentage of assets

performance-based fees

other

Branch Locations (48)

Advisors at Principal Asset Management

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (9)

What is PrINCipal Asset Management?

What types of advisory services does PrINCipal Asset Management provide?

How many clients does PrINCipal Asset Management have?

Is PrINCipal Asset Management registered with the SEC?

What is the firm's website address?

What types of clients does PrINCipal Asset Management serve?

Does PrINCipal Asset Management offer financial planning services?

Does PrINCipal Asset Management offer educational seminars?

Does PrINCipal Asset Management participate in a wrap fee program?

Helpful Articles

When are you planning to retire?

Are you with Principal Asset Management?

Are you a financial advisor?

Helpful Articles