Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kraig? Claim Your ProfileKraig Kuhlers is a registered investment advisor representative with Principal Asset Management. Kraig has been in the industry since 1992. Kraig is a Series 65 and 66 licensed advisor. In addition to being registered with the state of Iowa, Kraig is also licensed in Alabama, Arizona, Florida, Georgia, Illinois, Kentucky, Minnesota, Mississippi, Tennessee, and Wisconsin. Kraig specializes in providing advisory services for individuals, businesses, investment companies, and pooled investment vehicles. Kraig also provides educational seminars and selection of other advisors. Prior to joining Principal Asset Management, Kraig worked for Principal Securities, Inc., AEGON USA Securities Inc., Rockwell Financial, Inc., and Brokers Investment Corporation.
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
02/24/2017 - Present
Principal Asset Management (Des Moines IA)
IA
09/02/1993 - 01/30/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
07/28/1992 - 08/04/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NA
03/13/1992 - 04/27/1992
ROCKWELL FINANCIAL, INC.
CA
11/29/1991 - 01/29/1992
BROKERS INVESTMENT CORPORATION (CANOGA PARK CA)
BOTH
Issued 04/25/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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