Principal Financial Services

Updated today

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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

Average account size

$306,016

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Disclosures

Business activities & affiliations

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.

Main office location

Principal Financial Services

711 High Street

Des Moines IA 50392, United States

Number of offices

438

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 888-774-6267

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

Lincoln, NE

Principal Financial Services

Casey L

Series 66

Lake Elmo, MN

Principal Financial Services

Debra S

Series 66

Waukee, IA

Principal Financial Services

Daniel G

CFP®, ChFC®, Series 63

Coral Springs, 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

Herriman, UT

Principal Financial Services

Kyle S

Series 66

Carroll, IA

Principal Financial Services

Chauncey T

Series 63, Series 65

Tampa, FL

Principal Financial Services

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