Susan
Fitzgerald

Principal Global Investors

CRD#1931236
Investment Advisor
in Des Moines, IA

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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

Series 63, Chartered Financial Analyst

Years of Experience

15 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

Susan Fitzgerald Work History

Susan has 15 years of experience.

2016 - Present (3 years)

Principal Funds Distributor

2003 - Present (16 years)

Principal Life Insurance Co

2003 - Present (16 years)

Princor Financial Services

Disclosures

Susan Fitzgerald has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Principal Global Investors

Clint Anderson
Folsom, CA
Michelle Stockman
Des Moines, IA
Andrew Wrightsman
Des Moines, IA
Thomas Hammann
Folsom, CA
Paul Stover
Des Moines, IA
Susan Fitzgerald
Des Moines, IA
Jason Miller
Folsom, CA
Kari Delaney
Des Moines, IA

This content was compiled from the SEC and FINRA.

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