Andrew
Wrightsman

Principal Global Investors

CRD#4564982
Investment Advisor
in Des Moines, IA
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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

Series 66, Chartered Financial Analyst

Years of Experience

13 years

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

Disclosures

No

Office Location

801 Grand Ave
Des Moines, IA 50392

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Principal Global Investors Brokerage Details

Total Assets Under Management

$295,981,292,788

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

1,776

IA Average: 166
Total Number of Accounts

16,121

IA Average: 7,189
Average Account Size

$18,359,983

IA Average: $1,287,990

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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
  • Other

Andrew Wrightsman Work History

Andrew has 13 years of experience.

2015 - Present (4 years)

Principal Funds Distributor Inc

2015 - Present (4 years)

Princor Financial Services Corporation

2012 - 2015 (3 years)

Broker Dealer Financial Services Corp/ Investments Advisor Corp

2011 - 2012 (1 year)

Financial Network

2005 - 2011 (6 years)

Broker Dealer Financial Services

Disclosures

Andrew Wrightsman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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