Mark
Nelson

Principal Global Investors

CRD#5587472
Investment Advisor
in Des Moines, IA

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About this Advisor

Mark Nelson is an advisor located in Des Moines, Iowa. Currently an investment advisor with Principal Global Investors, Nelson has 10 years of work experience in the financial advisory industry. Nelson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Nelson is registered to work with clients in Iowa. During their career, Nelson has held roles at Pro Advantage Services, Principal Life Insurance Company, Princor Financial Services Corporation, Principal Funds Distributor and Principal Global Investors. Principal Global Investors is headquartered in Des Moines, Iowa, and has six other offices throughout the country. In total, Principal Global Investors manages $296 billion in assets 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 country. The firm manages 16,108 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 48% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Principal Global Investors offers 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

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

$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

Mark Nelson Work History

Mark has 11 years of experience.

2015 - Present (5 years)

Principal Funds Distributor

2014 - Present (6 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

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

This content was compiled from the SEC and FINRA.

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