Andrew
Slattenow

Principal Asset Management

CRD#7837239
Investment Advisor
in Des Moines, IA

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About this Advisor

Andrew Slattenow is a financial advisor based in Des Moines, Iowa, working with Principal Asset Management. Andrew has previously held positions at No Position Held, Blimpie Sub Shop, Iowa State Athletics, Baxter Community Schools, Lanai Restaurant, Coviance, Excell Marketing, Principal Funds Distributor, and Principal Asset Management. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Andrew is part of Principal Asset Management, which operates out of Des Moines, Iowa. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Des Moines, IA

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Principal Asset Management Brokerage Details

Total Assets Under Management

$377,222,976,882

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

1,955

IA Average: 166
Total Number of Accounts

6,824

IA Average: 7,189
Average Account Size

$55,278,865

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Andrew Slattenow Work History

2024 - Present (0 year)

Principal Asset Management

2023 - Present (1 year)

Principal Funds Distributor

2023 - 2023 (< 1 year)

Baxter Community Schools

2023 - 2023 (< 1 year)

No Position Held

2023 - 2023 (< 1 year)

Lanai Restaurant

2023 - 2023 (< 1 year)

Coviance

2023 - 2023 (< 1 year)

No Position Held

2023 - 2023 (< 1 year)

Excell Marketing

2019 - 2023 (4 years)

Iowa State Athletics

2018 - 2019 (1 year)

No Position Held

2016 - 2018 (2 years)

Blimpie Sub Shop

2013 - 2016 (3 years)

No Position Held

Disclosures

Please visit the SEC profile of Andrew Slattenow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Asset Management

Kate Davidson
Austin, TX
Matthew Quick
Des Moines, IA
Kyle Porter
Folsom, CA
Jason Topp
Tampa, FL
Jordan Fahr
Des Moines, IA
Samantha Kintzle
Des Moines, IA
Emily Marr
Des Moines, IA
Juliana Thomas
Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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