Principal Global Investors
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About this Advisor
Susan Fitzgerald is a financial advisor in Des Moines, Iowa. Currently an investment advisor at Principal Global Investors, Fitzgerald has 15 years of work experience as a financial advisor. Fitzgerald has a Series 63 license, qualifying the advisor as a securities agent. Fitzgerald can operate in Iowa and Texas. Their career trajectory has included roles at Principal Life Insurance Co, Princor Financial Services and Principal Funds Distributor. Principal Global Investors is headquartered in Des Moines, Iowa, and has four other offices in the United States. As an advisor firm, Principal Global Investors manages $353 billion in assets dispersed across 17,621 accounts and employs more than 1,049 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 17,548 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 48% of the investment firm's investors are high-net-worth individuals, meaning they have over $1 million in 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 and other services. The firm may charge clients asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Principal Global Investors Brokerage Details
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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
Susan Fitzgerald Work History
Susan has 15 years of experience.
Principal Funds Distributor
Principal Life Insurance Co
Princor Financial Services
Susan Fitzgerald has no disclosures.
Please visit their SEC profile for more details.