Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Tetmeyer is a financial advisor with Principal Asset Management. Erik has been in the financial services industry since 2001 and has held various roles at Principal Financial Services Corporation, ING Financial Partners, Inc., and Principal Securities, Inc. Erik holds Series 7, 24, 51, and 66 licenses. Erik specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Erik also provides asset allocation services and model portfolios.
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
07/30/2012 - Present
Principal Asset Management (DES MOINES IA)
IA
07/30/2012 - 08/07/2018
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
04/29/2005 - 07/20/2012
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
06/03/2002 - 04/21/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
05/01/2001 - 03/15/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 06/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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