Kyle
Vanourny
Principal Asset Management
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About this Advisor
Kyle Vanourny is a chartered financial analyst based in Overland Park, Kansas who has 1 year of industry experience. Vanourny currently works for Principal Asset Management. Throughout their career, they have worked at Tortoise Capital Advisors, Tortoise Securities, LLC, Blackrock Investments, LLC, Blackrock and None. Vanourny has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas. Principal Asset Management is a financial advisory firm operating out of Des Moines, IA. The firm has offices in 23 locations and a total of 1,925 financial advisors. It handles $279 billion in assets under management between its 13,656 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 500 charitable organizations. Of its 13,656 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. Principal Asset Management performs a diverse set of services, including 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 fee schedules largely depend on the financial services provided. However, fees charged by Principal Asset Management most likely consist 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
Kyle Vanourny Work History
Kyle has been registered as a financial advisor for 1 years.*
Blackrock Investments, LLC
Blackrock
None
Tortoise Securities, LLC
Tortoise Capital Advisors
*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 Kyle Vanourny 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
Austin, TX
Des Moines, IA
Des Moines, IA
Overland Park, KS
Folsom, CA
Des Moines, IA
Des Moines, IA
Charlotte, NC
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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