Hunter
Foubert

Principal Asset Management

CRD#7289275
Investment Advisor
in Des Moines, IA

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About this Advisor

Hunter Foubert is a financial advisor based in Des Moines, Iowa, working with Principal Asset Management. Hunter has previously held positions at Charles Schwab & Co. Inc, University Housing & Dining Administration Office, University Housing And Dining, Chipotle, Denny's, Simpson College, Dairy King, Charles Schwab Bank Ssb, Principal Funds Distributor, Inc, and Principal Asset Management. Hunter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Hunter 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

Series 63, Series 66

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

$377,222,976,882

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

1,955

IA Average: 166
Total Number of Accounts

6,824

IA Average: 7,189
Average Account Size

$55,278,865

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

Hunter Foubert Work History

2024 - Present (0 year)

Principal Funds Distributor, Inc

2024 - Present (0 year)

Principal Asset Management

2022 - Present (2 years)

Charles Schwab Bank Ssb

2022 - Present (2 years)

Charles Schwab & Co. Inc

2020 - 2022 (2 years)

Charles Schwab & Co. Inc

2019 - 2020 (1 year)

University Housing & Dining Administration Office

2019 - 2020 (1 year)

Chipotle

2018 - 2019 (1 year)

University Housing And Dining

2018 - 2018 (< 1 year)

Denny'S

2018 - 2018 (< 1 year)

University Housing And Dining

2017 - 2017 (< 1 year)

Simpson College

2017 - 2017 (< 1 year)

Denny'S

2014 - 2017 (3 years)

Diary King

Disclosures

Please visit the SEC profile of Hunter Foubert 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

Matthew Quick
Des Moines, IA
Jordan Fahr
Des Moines, IA
Juliana Thomas
Des Moines, IA
Kate Davidson
Austin, TX
Justin Vaught
Des Moines, IA
Jason Topp
Tampa, FL
Dejha Krajcar
Lambertville, MI
Cole Vautier
Des Moines, IA

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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