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Robert Joseph Grieser

Principal Advised Services

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About Robert Joseph Grieser

Robert Grieser is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Principal Advised Services, offering investment advice to retirement plan participants. Robert previously worked with MetLife Securities Inc, Metropolitan Life Insurance Company, Farmers Financial Solutions, LLC, CUNA Brokerage Services, Inc, and Century Investors of America, Inc. Robert is a licensed investment advisor representative in Iowa and a registered representative in over 50 states. Robert is experienced in advising individual investors and offers portfolio management and selection of other advisors.

Firm Information

Robert Grieser 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 Grieser’s Registration & Firm History

IA

05/31/2024 - Present

Principal Advised Services (URBANDALE IA)

IA

11/14/2005 - 09/27/2012

METLIFE SECURITIES INC. (WEST DES MOINES IA)

IA

11/14/2005 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (WEST DES MOINES IA)

CA

03/25/2003 - 11/04/2005

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

IA

09/22/1993 - 02/18/2003

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

NA

10/07/1985 - 09/20/1993

CENTURY INVESTORS OF AMERICA, INC.

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Licenses & Designations

IA

Issued 05/31/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Joseph Grieser. Review regulatory record here.
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