Lawrence
St John

Principal Advised Services

CRD#4796880
Investment Advisor
in Des Moines, IA

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About this Advisor

Lawrence St John is a financial advisor working in Des Moines, Iowa who has 1 year of industry experience. St John is currently employed by Principal Advised Services. Over the course of their career, they have held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Principal Advised Services and Principal Securities Inc. St John has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Iowa. Principal Advised Services is a registered investment company based in Des Moines, IA. The company has offices in 12 locations and a total of 115 employees. It manages $353 million in total assets across its 8,370 accounts, making it one of the larger firms in the country by assets under management. Principal Advised Services provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on the financial services offered. However, fees billed by Principal Advised Services typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

711 High St
Des Moines, IA 50392

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Principal Advised Services Brokerage Details

Total Assets Under Management

$352,564,235

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

115

IA Average: 166
Total Number of Accounts

8,370

IA Average: 7,189
Average Account Size

$42,122

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Lawrence St John Work History

Lawrence has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Principal Advised Services

2016 - Present (8 years)

Principal Securities Inc

2004 - Present (20 years)

Principal Life Insurance Company

2005 - 2016 (11 years)

Princor Financial Services Corporation

*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 Lawrence St John 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 Advised Services

Gerald Elliot
Valley City, OH
Jahaida Dari Moino
New York, NY
Scott Mueller
Lake Oswego, OR
Angelica Mendiola
Addison, TX
Craig Engel
Crown Point, IN
Jennifer Wolfe
Des Moines, IA
William Taylor
Milwaukee, WI
Joshua Kight
Charlotte, NC

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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