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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Latta is a registered investment advisor representative with Principal Asset Management in Des Moines, Iowa. Brian has been in the financial industry since April 5, 2009. Brian holds the Series 7, Series 66, and SIE licenses. Brian Latta has experience working with various clients, including individuals, businesses, investment companies, pooled investment vehicles, insurance companies, and pension and profit-sharing plans. Brian Latta specializes in offering investment advice and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
IA
02/20/2019 - Present
Principal Asset Management (Des Moines IA)
IA
01/03/2011 - 06/20/2017
WELLS FARGO CLEARING SERVICES, LLC (CLIVE IA)
IA
08/06/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DES MOINES IA)
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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