Emily
Marr
Principal Asset Management
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About this Advisor
Emily Marr is a financial advisor based in Des Moines, Iowa, working with Principal Asset Management. Emily has previously held positions at Cliff Nelson Recreation Center, Kennedale High School, University of Texas at Arlington, Texas Tech University, Principal Securities Inc, Principal Life Insurance, McCune Whiteley Wealth Management, and Principal Funds Distributor, Inc. Emily has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Emily 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
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$377,222,976,882
1,955
6,824
$55,278,865
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
Emily Marr Work History
Principal Funds Distributor, Inc
Mccune Whiteley Wealth Management
Texas Tech University
Principal Securities Inc
Principal Life Insurance
University Of Texas @ Arlington
Cliff Nelson Recreation Center
Kennedale Hight School
Disclosures
Please visit the SEC profile of Emily Marr 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
Des Moines, IA
Folsom, CA
Des Moines, IA
Lambertville, MI
Des Moines, IA
Tampa, FL
Des Moines, IA
Chicago, IL
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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