Principal Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,827,718,110
Total clients
48,454
4% high-net worth
Total advisors
1,436
of 1,436 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
34
Average account size
$306,016
Client services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Principal Financial Services
711 High Street
Des Moines IA 50392, United States
Number of offices
438
Quick links
Advisors at this firm
Jamey P
Series 63, Series 65
Fargo, ND
Principal Financial Services
Scott F
Series 63, Series 66
Pierson, MI
Principal Financial Services
Pamela K
Series 63, Series 66
Saratoga Springs, UT
Principal Financial Services
Casey L
Series 66
Lake Elmo, MN
Principal Financial Services
Debra S
Series 66
Des Moines, IA
Principal Financial Services
Daniel G
CFP®, ChFC®, Series 63
Lutz, FL
Principal Financial Services
Charles M
ChFC®, Series 63, Series 65
Townville, SC
Principal Financial Services
Adam S
CFA®, Series 66
Des Moines, IA
Principal Financial Services
Carlos R
Series 63, Series 65
Elk Grove, CA
Principal Financial Services
Scott B
Series 63
De Witt, IA
Principal Financial Services
Chad S
Series 65
Waukee, IA
Principal Financial Services
Ricky D
Series 63, Series 66
West Des Moines, IA
Principal Financial Services
Mark F
CFP®, Series 63
Charlotte, NC
Principal Financial Services
Kyle S
Series 66
West Des Moines, IA
Principal Financial Services
Chauncey T
Series 63, Series 65
Tampa, FL
Principal Financial Services
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")