Nicholas
Walstrom
Principal Asset Management
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About this Advisor
Nicholas Walstrom is a financial advisor based in Excelsior, Minnesota, working with Principal Asset Management. Nicholas has previously held positions at RBC Capital Markets, LLC, RBC Global Asset Management (U.S.) Inc, Principal Funds Distributor, and Principal Asset Management. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Nicholas is part of Principal Asset Management, which operates out of Excelsior, Minnesota. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$377,222,976,882
1,955
6,824
$55,278,865
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
Nicholas Walstrom Work History
Principal Funds Distributor
Principal Asset Management
Rbc Capital Markets, LLC
Rbc Global Asset Management (U.S.) Inc
Disclosures
Please visit the SEC profile of Nicholas Walstrom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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