Advisors at this firm
Clint A
Series 66
Greer, SC
Principal Asset Management
Clint Anderson is a financial advisor at Principal Asset Management with 21 years of industry experience. He holds a Series 66 designation and has been with Principal Asset Management since 2018. Outside of his advisory role, he owns Clint Anderson Art, an art business based in Greer, SC. Principal Asset Management is a global asset manager serving a diverse range of institutional and individual clients, offering portfolio management, commingled vehicles, real estate mandates, and asset-allocation services. The firm employs specialized investment teams and integrates fundamental research with quantitative and systematic strategies, managing approximately $364 billion in assets.
Julie S
Series 63, Series 66
Roseville, CA
Principal Asset Management
Julie Stirling is a financial advisor with Principal Asset Management, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Principal Funds Distributor since 2000 and joined Principal Asset Management in 2022. Stirling is also involved with Principal Global Investors, LLC, performing certain functions for the firm and its affiliates. Principal Asset Management is a global asset manager serving a diverse client base that includes institutional and individual investors. The firm offers a range of investment solutions including discretionary and non-discretionary portfolio management, commingled vehicles, real estate, and asset-allocation services, combining fundamental research with quantitative and systematic strategies.
Alexander Y
Series 63, Series 66
Fairfield, CT
Principal Asset Management
Alexander Yee is a financial advisor at Principal Asset Management with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Principal Asset Management and Principal Funds Distributors since 2022, following eight years at Franklin Distributors LLC and seven years at Legg Mason & Co. He also performs certain functions for Principal Global Investors, LLC and its affiliates. Principal Asset Management is a global asset manager serving a diverse client base including institutional, high-net-worth, and individual investors. The firm offers a range of portfolio management services and investment vehicles, utilizing specialized teams that combine fundamental research with quantitative and systematic strategies.
Andrew S
Series 66
Des Moines, IA
Principal Asset Management
Andrew Slattenow is a financial advisor at Principal Asset Management with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Principal Funds Distributor and Iowa State Athletics. Principal Asset Management is a global asset manager serving a diverse client base that includes institutional and individual investors. The firm offers a range of investment solutions across equities, fixed income, real estate, and alternatives, utilizing both fundamental and quantitative strategies along with risk management tools.
Jake S
Series 66
Des Moines, IA
Principal Asset Management
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.
Derek D
Series 66
Wando, SC
Principal Asset Management
Derek Dunn Jr. is a financial advisor at Principal Asset Management with three years of industry experience. He holds a Series 66 designation and has worked at firms including Aon Investments USA, Mass Mutual, and Morgan Stanley. He also performs certain functions for Principal Global Investors, LLC and its affiliates. Principal Asset Management is a global asset manager serving a diverse client base that includes institutional and individual investors. The firm offers a range of investment products and services across multiple asset classes, combining fundamental research with quantitative and systematic strategies.
Mitchell C
Series 66
W Des Moines, IA
Principal Asset Management
Mitchell Curtis is a financial advisor at Principal Asset Management with 22 years of industry experience. He holds the Series 66 designation and has worked at several Principal entities since 2004. Outside of his advisory work, he is involved in farming on a family-owned farm. Principal Asset Management is a global asset manager serving a diverse range of institutional and individual clients. The firm employs specialized investment teams and combines fundamental research with quantitative and systematic strategies, managing approximately $364 billion in assets across multiple investment vehicles and mandates.
Kari D
Series 66
Des Moines, IA
Principal Asset Management
Kari Delaney is a financial advisor at Principal Asset Management with 25 years of industry experience. She holds a Series 66 designation and has worked at Principal Asset Management since 2018, with prior roles at Principal Funds Distributor and Princor Financial Services Corp. Delaney is also involved with Principal Global Investors, LLC, performing certain functions for the firm and its affiliates. Principal Asset Management is a global asset manager serving a diverse range of institutional and individual clients. The firm offers discretionary and non-discretionary portfolio management, commingled vehicles, real estate and infrastructure mandates, and asset-allocation services, utilizing specialized investment teams and a combination of fundamental and quantitative strategies.
Jordan F
Series 66
Des Moines, IA
Principal Asset Management
Jordan Fahr is a financial advisor at Principal Asset Management with seven years of industry experience. He holds a Series 66 designation and has worked with various Principal entities since 2015. Outside of his advisory role, he works part-time as an independent contractor driver for Uber. Principal Asset Management is a global asset manager serving institutional and individual clients, including pension plans, endowments, municipalities, and high-net-worth individuals. The firm offers a range of investment solutions across equities, fixed income, real estate, alternatives, and asset allocation, combining fundamental research with quantitative and systematic strategies.
John C
Series 66
Rochester, MI
Principal Asset Management
John Crandell is a financial advisor with Principal Asset Management, holding a Series 66 designation and 20 years of industry experience. He has been with Principal Asset Management since 2021 and has worked with affiliated firms including Principal Funds Distributor, Inc. and Principal Life Insurance Company. Crandell is also involved with Principal Global Investors, LLC, performing certain functions for the firm and its affiliates. Principal Asset Management is a global asset manager serving a diverse client base that includes institutional and individual investors. The firm employs specialized investment teams and integrates fundamental research with quantitative and systematic strategies across various asset classes.
James P
Series 66
Brookfield, IL
Principal Asset Management
James Pondel is a financial advisor at Principal Asset Management with two years of industry experience. He holds a Series 66 designation and has worked at Principal Funds Distributor, Inc. since 2024, following nine years at Principal Financial Group. 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 client base including institutional investors, high-net-worth individuals, and state-sponsored plans. The firm offers a wide range of investment solutions across equities, fixed income, real estate, and alternatives, utilizing both fundamental and quantitative strategies alongside risk management tools.
Kari B
Series 66
Des Moines, IA
Principal Asset Management
Kari Brett is a financial advisor at Principal Asset Management with four years of industry experience. She holds a Series 66 designation and has worked at Principal Financial and its affiliates since 2003. Brett also performs certain functions for Principal Global Investors, LLC and its affiliates. Principal Asset Management is a global asset manager serving a diverse range of institutional and individual clients. The firm offers discretionary and non-discretionary portfolio management, commingled investment vehicles, and specialized asset-allocation services, utilizing a combination of fundamental research, quantitative strategies, and risk management tools.
David W
Series 63, Series 65, Series 66
Roseville, CA
Principal Asset Management
David Willy is a financial advisor at Principal Asset Management with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to his current role, he has been associated with Principal Funds Distributor since 2008. He is also involved with Principal Global Investors, LLC, performing certain functions for the firm and 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, separately managed accounts, mutual funds, ETFs, and alternative mandates, utilizing both fundamental and quantitative strategies with embedded risk management.
Samantha K
Series 66
Des Moines, IA
Principal Asset Management
Samantha Kintzle is a financial advisor at Principal Asset Management with seven years of industry experience. She holds a Series 66 designation and has been with Principal Asset Management and Principal Funds Distributor, Inc. since 2018. Prior to that, she worked at Principal Global Investors and briefly at The Rendezvous Lounge. She serves as a co-trustee of the Sarah Freilinger Revocable Trust. Principal Asset Management is a global asset manager serving a diverse range of institutional and individual clients, including pension plans, endowments, and high-net-worth individuals. The firm employs specialized investment teams and combines fundamental research with quantitative and systematic strategies, managing approximately $364 billion in assets.
Zachary M
Series 66
Sewickley, PA
Principal Asset Management
Zachary Moore is a financial advisor at Principal Asset Management with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Principal Funds Distributor and Principal Life Insurance Company. He also performs certain functions for Principal Global Investors and its affiliates. Principal Asset Management is a global asset manager serving a diverse client base, including institutional and individual investors. The firm offers a wide range of portfolio management services and investment vehicles, utilizing specialized teams and combining fundamental research with quantitative and systematic strategies.