Principal Global Investors
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About this Advisor
Andrew Wrightsman is a financial advisor whose office is in Des Moines, Iowa. Currently a registered advisor at Principal Global Investors, they have accrued 13 years of work experience as a financial advisor. Wrightsman has a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Wrightsman can work with investors based out of Iowa. Throughout their career, Wrightsman has worked at Broker Dealer Financial Services, Financial Network, Broker Dealer Financial Services Corp/ Investments Advisor Corp, Principal Funds Distributor Inc and Princor Financial Services Corporation. Principal Global Investors is based out of Des Moines, Iowa, and has four other brick-and-mortar locations across the United States. As a company, Principal Global Investors oversees $353 billion in assets across 17,621 client accounts and employs more than 1,049 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 17,548 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 48% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Principal Global Investors can provide 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 and other services. The firm may charge clients asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Principal Global Investors Brokerage Details
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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
Andrew Wrightsman Work History
Andrew has 13 years of experience.
Principal Funds Distributor Inc
Princor Financial Services Corporation
Broker Dealer Financial Services Corp/ Investments Advisor Corp
Broker Dealer Financial Services
Andrew Wrightsman has no disclosures.
Please visit their SEC profile for more details.