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Matthew Tyne Raynor

Principal Asset Management

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About Matthew Tyne Raynor

Matthew Tyne Raynor is a financial advisor who has been in the industry since 1995. Matthew is registered as a broker-dealer and investment advisor representative. Matthew is currently employed with Principal Asset Management, a firm with approximately $1 billion to $10 billion in assets under management, and has been with the firm since October 2017. Matthew previously worked for BlackRock Investments, LLC from January 2012 to November 2016.

Firm Information

Matthew Raynor is currently registered with Principal Asset Management. Principal Asset Management is a large investment advisor based in Des Moines, Iowa, with over 700 investment advisory professionals. They manage over $377 billion in assets for a diverse client base, including individuals, businesses, institutions, and pooled investment vehicles. The firm offers a wide range of investment advisory services, including asset allocation, portfolio management, and spread lending management. They also provide educational seminars and select other advisors for their clients.
Principal Asset Management

801 GRAND AVE

DES MOINES, IA 50392-0001

$377.22B

Assets Under Management

98

Total Clients

119

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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spread lending management and advice; asset allocation services; providing model portfolios

Spread lending management and advice; asset allocation services; providing model portfolios

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Charge on a cost allocation basis to principal life

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Matthew Raynor’s Registration & Firm History

OH

10/06/2017 - Present

Principal Asset Management (Powell OH)

CA

01/03/2012 - 11/11/2016

BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

01/11/2011 - 12/31/2011

BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)

MA

05/19/2004 - 08/10/2010

NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)

MA

06/10/1999 - 04/08/2004

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

NJ

07/15/1998 - 05/11/1999

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

PA

06/15/1993 - 08/15/1997

FEDERATED SECURITIES CORP. (PITTSBURGH PA)

NY

09/01/1992 - 03/04/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/26/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/25/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/05/2008

Series 24 - General Securities Principal Examination

BC

Issued 07/08/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/02/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Tyne Raynor.
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