Unclaimed
Russell John Anthofer is an Investment Advisor Representative associated with Principal Asset Management. Russell is also a Registered Representative with a Series 66 license held since January 2008. Russell has been in the financial services industry since May 2003. Russell has experience with Principal Securities Inc. and Principal Funds Distributor, Inc. in addition to his current role with Principal Asset Management.
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
03/14/2024 - Present
Principal Asset Management (Des Moines IA)
IA
01/07/2019 - 08/04/2020
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
10/31/2018 - 11/09/2018
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
07/18/2001 - 02/23/2017
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
09/13/2012 - 01/30/2017
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BOTH
Issued 01/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Russell Anthofer is the right advisor for you? Invested Better is here to help.