Advisor at Principal Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Principal Asset Management
Location
Des Moines, IA 50392
Credentials
Series 66
Industry experience
4 years
Jake Slattery is a financial advisor with Principal Asset Management in Des Moines, IA, holding a Series 66 designation and four years of industry experience. His career includes roles at Principal Securities, Principal Life Insurance, and Principal Funds Distributor, Inc. He is also involved with Principal Global Investors, LLC, performing certain functions for its affiliates. Principal Asset Management is a global asset manager serving a diverse range of institutional and individual clients. The firm offers various investment solutions, including discretionary and non-discretionary portfolio management, commingled vehicles, and asset-allocation services, utilizing specialized teams and a combination of fundamental, quantitative, and systematic strategies.
Based on Principal Asset Management
Based on Principal Asset Management
Fixed fees for certain asset allocation or one-time services, typically $1,500 to $2,500.
$0 - $50 million: varies by strategy, e.g., 0.60% - 0.85% $50 million - $100 million: lower tier rates, e.g., 0.55% - 0.75% $100 million+: lowest tier rates, e.g., 0.40% - Negotiable $0 - $150 million: Fixed Income tiered rates, e.g., 0.08% - 0.50% $150 million+: Lower rates, e.g., 0.04% - 0.45% $0 - $5 million: Asset Allocation tiered rates, e.g., 0.45% - 0.10% $5 million - $20 million: lower tier rates, e.g., 0.42% - 0.04% $20 million+: lowest tier rates, e.g., 0.39% - 0.02%
Performance fees available and negotiated individually, e.g., 15% performance fee with 6% hurdle for certain credit strategies.
Account minimum: $10 million to $50 million depending on strategy (equities), generally $25 million to $50 million (fixed income), and $100,000 for Separately Managed Accounts (SMA programs). Fee-only: Fixed fees for asset allocation strategies typically $1,500 to $2,500 per allocation.
711 High Street
Des Moines, IA 50392
Iowa
Principal Securities
2023 - Present (3 years)
Principal LIfe Insurance
2023 - 2024 (1 year)
Principal Asset Management
2022 - Present (4 years)
Principal Funds Distributor, Inc
2022 - Present (4 years)
Kingland Systems Corporation
2021 - 2021 (1 year)
Hy-Vee Grocery
2020 - 2021 (1 year)
Iowa State University
2019 - 2020 (1 year)
Prairie Meadows Casino
2019 - 2019 (1 year)
Jimmy Johns
2018 - 2019 (1 year)
Prairie Meadows Casino
2018 - 2018 (1 year)
Ankeny High School
2018 - 2018 (1 year)
Bark Avenue
2017 - 2017 (1 year)
Brandmeyer Popcorn
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Johnston, IA
Simplified Planning and Investments
Hello, I am Ben. I started Simplified Planning and Investments out of a deep desire to make a real difference in people’s lives. For nearly a decade, I have had the privilege of guiding individuals and families through some of their most important financial decisions. Over time, I realized my greatest fulfillment comes from building meaningful relationships, truly understanding people’s stories, and helping them find peace of mind in areas that often cause stress and uncertainty. This led me to create a firm centered on people first - where financial planning is about more than money; it’s about impact, purpose, and simplicity. At Simplified Planning, everything begins with a passion for people. This firm was built on the belief that the foundation of finacial planning is built on relationships, trust, and helping others live with greater peace and purpose. Our purpose is to equip you to make confident financial decisions with clarity and ease. Every story is unique, and so is every financial plan. Exceptional financial planning starts with listening and understanding. That’s why we take a holistic, relationship-driven approach - thoughtfully blending overarching strategies with the important details that matter most to you. Because we work on a fee-only basis, our only focus is providing sound advice that puts your best interests first. By viewing your financial life as an integrated system - cash flow, investments, taxes, insurance, retirement, and estate considerations - we ensure each piece works together seamlessly, so your money serves your goals and values. Our aim is to simplify complexity, bring clarity to uncertainty, and provide a roadmap that balances today’s priorities with tomorrow’s vision. Outside of work, my life is centered around my family. We love traveling and discovering new places together. I stay connected to my community through commitments to my church, volunteering, and teaching personal finance. I’m also a high school football official, a passionate sports fan, and yes - one of those lawn guys. I look forward to connecting, understanding your story, and helping you create a financial life that reflects both your goals and your values - bringing clarity, confidence, and meaning every step of the way.
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Ankeny, IA
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