Principal Asset Management
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About this Advisor
Michael Schaefer is a financial advisor based out of Manlius, New York with 1 year of relevant experience. Schaefer is an advisor for Principal Asset Management. They have spent the entirety of their employment at Principal Asset Management. Schaefer has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Principal Asset Management is an advisory business that has its headquarters in Des Moines, IA. The firm has offices in 23 locations and a total of 1,925 financial advisors. It has $279 billion in assets under management among its 13,656 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 500 charitable organizations. Of its 13,656 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Principal Asset Management has a number 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. Fees for financial advice typically vary depending on which services the firm provides the client. However, fees billed by Principal Asset Management may include any blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
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Principal Asset Management Brokerage Details
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
Michael Schaefer Work History
Michael has been registered as a financial advisor for 1 years.*
Principal Funds Distributor, Inc
*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.
Please visit the SEC profile of Michael Schaefer 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
Overland Park, KS
Des Moines, IA
Des Moines, IA
Des Moines, IA
Fort Collins, CO
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