Mitchell
Curtis
Principal Asset Management
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About this Advisor
Mitchell Curtis is a financial advisor based in Des Moines, Iowa who has 5 years of industry experience. Curtis works at Principal Asset Management. Over the course of their career, they have held roles at Principal Life Insurance Co and Princor Financial Services. Curtis has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Iowa. Principal Asset Management is a firm operating out of Des Moines, IA. It has offices in 23 locations and a total of 1,925 financial advisors. It administers $279 billion in assets among its 13,656 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 500 charitable organizations. Of its 13,656 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Principal Asset Management performs a diverse array 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. Financial advisory fees largely depend on which services are provided. Fee types charged by Principal Asset Management likely include some blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$279,108,496,692
1,925
13,656
$20,438,525
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
Mitchell Curtis Work History
Mitchell has been registered as a financial advisor for 5 years.*
Principal Life Insurance Co
Princor Financial Services
*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 Mitchell Curtis 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
Des Moines, IA
Overland Park, KS
Folsom, CA
Austin, TX
Des Moines, IA
Nashville, TN
Des Moines, IA
Des Moines, IA
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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