Mark
Nelson

Principal Global Investors

CRD#5587472
Investment Advisor
in Des Moines, IA

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About this Advisor

Mark Nelson is a financial advisor based in Des Moines, Iowa, who has 11 years of experience as a financial advisor. Nelson is currently employed by Principal Global Investors. Their career trajectory has included roles at Pro Advantage Services, Principal Life Insurance Company, Princor Financial Services Corporation, Principal Funds Distributor and Principal Global Investors. Nelson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Iowa. Principal Global Investors is a financial advisory firm based in Des Moines, Iowa. The company has offices in seven locations and a total of 1,810 financial advisors. It handles $349 billion in assets between its 10,810 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 269 charitable organizations. Of its 10,810 accounts, 48% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Principal Global Investors 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types billed by Principal Global Investors likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

No

Office Location

711 High St
Des Moines, IA 50392

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Principal Global Investors Brokerage Details

Total Assets Under Management

$349,164,302,820

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

1,810

IA Average: 166
Total Number of Accounts

10,810

IA Average: 7,189
Average Account Size

$32,300,121

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

Mark Nelson Work History

Mark has 11 years of experience.

2015 - Present (6 years)

Principal Funds Distributor

2014 - Present (7 years)

Principal Global Investors

2011 - 2014 (3 years)

Principal Life Insurance Company

2011 - 2014 (3 years)

Princor Financial Services Corporation

2009 - 2011 (2 years)

Pro Advantage Services

Disclosures

Mark Nelson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Global Investors

Carlos Villarreal
New York, NY
Brandon Miller
Des Moines, IA
Kenneth Burd
New York, NY
Justin Vaught
Des Moines, IA
Cole Vautier
Des Moines, IA
Mark Nelson
Des Moines, IA
Beau Hillger
Des Moines, IA
Nicholas Coppola
Chicago, IL

This content was compiled from the SEC and FINRA.

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