Kari
Delaney

Principal Global Investors

CRD#4132467
Investment Advisor
in Des Moines, IA

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About this Advisor

Kari Delaney is a financial advisor whose office is in Des Moines, Iowa. Currently an investment advisor with Principal Global Investors, Delaney has a notable 24 years of professional experience. Delaney has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Delaney can work with clients based out of Iowa. Over the course of their career, they have held roles at Principal Life Insurance Company, Princor Financial Services Corp and Principal Funds Distributor. Principal Global Investors is headquartered in Des Moines, Iowa, and operates out of six additional offices across the country. Overall, Principal Global Investors oversees $296 billion in assets dispersed across 16,121 accounts and employs more than 1,776 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 16,108 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 48% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. 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, educational seminars and other services. The firm may charge clients asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

25 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

Yes

Office Location

711 High St
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

Kari Delaney Work History

Kari has 25 years of experience.

2014 - Present (6 years)

Principal Funds Distributor

1999 - Present (21 years)

Princor Financial Services Corp

1995 - 2014 (19 years)

Principal Life Insurance Company

Disclosures

Kari Delaney has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Global Investors

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

This content was compiled from the SEC and FINRA.

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