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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Smith Chipps is a financial advisor with Principal Asset Management, based in Des Moines, IA. Martin has been a financial advisor for over 25 years and holds the Series 63, 66, 7, 24, and SIE licenses. Martin has a broad range of experience in the financial services industry, with prior roles at PARK AVENUE SECURITIES LLC and PRINCOR FINANCIAL SERVICES CORPORATION. Martin's areas of specialization include providing spread lending management and advice, asset allocation services, and providing 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
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2
IA
10/01/2024 - Present
Principal Asset Management (Des Moines IA)
NY
10/15/2001 - 04/04/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
07/03/1997 - 09/14/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 03/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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