Andrew
Himelson

Principal Securities, Inc

CRD#6863826
Investment Advisor
in West Des Moines, IA
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About this Advisor

Andrew Himelson is an advisor based in West Des Moines, Iowa. Currently a registered investment advisor with Principal Securities, Inc, they have gathered 11 years of professional experience. Himelson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Himelson can advise investors in Iowa. Throughout their career, Himelson has worked at Evansville Icemen, Principal Life Insurance Company, Greenville Road Warriors, Principal Securities Inc, Wells Fargo, Tuxedo Country Club and Endurance Consulting. Principal Securities, Inc is based out of West Des Moines, Iowa, and has 354 additional locations across the nation. In total, Principal Securities, Inc oversees $6 billion in assets throughout 28,235 accounts and retains more than 1,687 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the United States. The firm manages 12,357 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Principal Securities, Inc can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

6701 Westown Pkwy Ste 200
West Des Moines, IA 50266

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$6,109,839,100

IA Average: $9,259,360,772
Total Number of Employees

1,603

IA Average: 166
Total Number of Accounts

31,797

IA Average: 7,189
Average Account Size

$192,151

IA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Himelson Work History

Andrew has 11 years of experience.

2017 - Present (2 years)

Principal Life Insurance Company

2017 - Present (2 years)

Principal Securities Inc

2017 - 2017 (< 1 year)

Wells Fargo

2016 - 2017 (1 year)

Endurance Consulting

2015 - 2016 (1 year)

Evansville Icemen

2013 - 2015 (2 years)

Greenville Road Warriors

2007 - 2016 (9 years)

Tuxedo Country Club

Disclosures

Andrew Himelson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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