Alexandra
Grupe

Principal Advised Services

CRD#7498665
Investment Advisor
in Saint Paul, MN

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About this Advisor

Alexandra Grupe is a financial advisor based in Saint Paul, Minnesota, working with Principal Advised Services. Alexandra has previously held positions at Medtronic, Erbert And Gerbert's, Populus Group, Full Time Student, Larchmont Golf Course, Troy Burne Golf Club, Kindercare Learning Centers, Associate Staffing, Principal Securities, and Principal Advised Services. Alexandra has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Iowa and Minnesota. Currently, Alexandra is part of Principal Advised Services, which operates out of Saint Paul, Minnesota. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Saint Paul, MN

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Principal Advised Services Brokerage Details

Total Assets Under Management

$569,489,941

MN Average: $9,259,360,772
Total Number of Employees

140

MN Average: 166
Total Number of Accounts

11,801

MN Average: 7,189
Average Account Size

$48,258

MN Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alexandra Grupe Work History

2024 - Present (1 year)

Principal Securities

2024 - Present (1 year)

Principal Advised Services

2022 - Present (3 years)

Principal Securities

2021 - 2021 (< 1 year)

Kindercare Learning Centers

2021 - 2024 (3 years)

Associate Staffing

2019 - 2020 (1 year)

Troy Burne Golf Club

2018 - 2018 (< 1 year)

Larchmont Golf Course

2017 - 2017 (< 1 year)

Populus Group

2016 - 2016 (< 1 year)

Medtronic

2016 - 2017 (1 year)

Full Time Student

2015 - 2015 (< 1 year)

Medtronic

2015 - 2016 (1 year)

Full Time Student

2013 - 2015 (2 years)

Erbert And Gerbert'S

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alexandra Grupe 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 Advised Services

Scott Christensen
Des Moines, IA
Scott Mueller
Lake Oswego, OR
Lori Calloway
Frankfort, IN
David Lemke
Urbandale, IA
Austin Siefers
Des Moines, IA
Ryan Steffen
Des Moines, IA
Paige Hardaway
Charlotte, NC
Stanley Poorman
Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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