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Robert Gregory Annexstad

Principal Advised Services

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About Robert Gregory Annexstad

Robert Gregory Annexstad is a financial advisor with over 20 years of experience in the financial industry. Robert is currently registered with Principal Advised Services and is a Certified Financial Planner and a Chartered Financial Consultant. Prior to joining Principal Advised Services, Robert was registered with DM Kelly & Company. Robert's experience includes providing investment advice to Principal retirement plan participants and selling bank deposit products. Robert's registrations allow him to advise clients in Arkansas, Colorado, Connecticut, Florida, Iowa, Massachusetts, Nebraska, Oklahoma, South Dakota, Utah, and Vermont.

Firm Information

Robert Annexstad is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Robert Annexstad’s Registration & Firm History

IA

08/28/2024 - Present

Principal Advised Services (W DES MOINES IA)

IA

03/02/1999 - 12/16/1999

DM KELLY & COMPANY (DES MOINES IA)

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Licenses & Designations

IA

Issued 09/27/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/25/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/14/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Gregory Annexstad.
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