Andrew
Wrightsman

Principal Global Investors

CRD#4564982
Investment Advisor
in Des Moines, IA

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About this Advisor

Andrew Wrightsman is an advisor in Des Moines, Iowa. Currently a registered advisor with Principal Global Investors, Wrightsman has 14 years of professional experience in the financial advisory industry. Wrightsman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Wrightsman is able to work with clients in Iowa. Their career trajectory has included roles 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 headquartered in Des Moines, Iowa, and has six locations across the nation. Overall, Principal Global Investors manages $296 billion in assets covering 16,121 client accounts and retains more than 1,776 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the United States. The firm manages 16,108 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 firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Principal Global Investors can offer 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 firm may charge clients asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

15 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 15 years of experience.

2015 - Present (5 years)

Principal Funds Distributor Inc

2015 - Present (5 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.

Financial Advisors at Principal Global Investors

Brandon Miller
Des Moines, IA
Kenneth Burd
New York, NY
Nicholas Coppola
Chicago, IL
Robert Nodar
Glen Allen, VA
Carlos Villarreal
Chicago, IL
Kishor Bhatia
Des Moines, IA
Christopher Goehring
Des Moines, IA
Mark Nelson
Des Moines, IA

This content was compiled from the SEC and FINRA.

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