Brandon
Miller

Principal Asset Management

CRD#6061785
Investment Advisor
in Des Moines, IA

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About this Advisor

Brandon Miller is a financial advisor based out of Des Moines, Iowa, with 7 years of relevant experience. Miller is an employee of Principal Asset Management. During their career, Miller has held roles at Principal Financial, Princor Financial and Principal Financial Group. Miller maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Iowa. Principal Asset Management is an advisory business that has its headquarters in Des Moines, IA. The firm has offices in 23 locations and a total of 1,925 advisors. It administers $279 billion in total assets across its 13,656 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 500 charitable organizations. Of its 13,656 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Principal Asset Management provides a number of services, such as 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. Fees charged by financial advisors are based on the type of financial services provided. Fee types charged by Principal Asset Management may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

711 High Street
Des Moines, IA 50392

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Principal Asset Management Brokerage Details

Total Assets Under Management

$279,108,496,692

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

1,925

IA Average: 166
Total Number of Accounts

13,656

IA Average: 7,189
Average Account Size

$20,438,525

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

Brandon Miller Work History

Brandon has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Principal Financial Group

2012 - Present (12 years)

Princor Financial

2014 - 2016 (2 years)

Principal Financial Group

2012 - 2014 (2 years)

Principal Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brandon Miller 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
Jason Arata
Folsom, CA
Kyle Vanourny
Overland Park, KS
Bradley Hanus
Des Moines, IA
Matthew Quick
Des Moines, IA
Wyatt Boshart
Des Moines, IA
Andrew Wrightsman
Des Moines, IA
Kenneth Burd
Des Moines, IA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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