Unclaimed
Jesse John Scheeler is an investment advisor representative associated with Principal Asset Management. Jesse has been active in the financial services industry since July 7, 2006. Jesse is registered in the state of Iowa and is also licensed by FINRA. Jesse's career has spanned multiple roles, including employment with Principal Life Insurance Company and Principal Funds Distributor Inc, before joining Principal Asset Management.
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
12/20/2021 - Present
Principal Asset Management (Des Moines IA)
IA
07/07/2006 - 07/06/2011
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 11/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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