Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Lynn Brett is a registered representative with Principal Asset Management. Kari has been in the industry since 2021 and holds the Series 66, Series 7TO and SIE licenses. Kari is currently registered in all 50 states, the District of Columbia and Puerto Rico. Kari is a financial professional who can help you with your investment needs. Kari specializes in providing financial advice and services to corporations, individuals, pooled investment vehicles, state or municipal government entities, insurance companies, and investment companies.
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
02/14/2022 - Present
Principal Asset Management (Des Moines IA)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kari Brett is the right advisor for you? Invested Better is here to help.
