Stuart
Van Ess
Principal Advised Services
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About this Advisor
Stuart Van Ess is a financial advisor based in Bloomington, Minnesota, working with Principal Advised Services. Stuart has previously held positions at Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, Principal Life Insurance Company, Principal Securities, Inc, and Principal Advised Services. Stuart has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa and Minnesota. Currently, Stuart is part of Principal Advised Services, which operates out of Bloomington, Minnesota. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$569,489,941
140
11,801
$48,258
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stuart Van Ess Work History
Principal Life Insurance Company
Principal Securities, Inc
Principal Advised Services
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
Disclosures
Please visit the SEC profile of Stuart Van Ess 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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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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