Kelsey
Meighan
Principal Asset Management
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About this Advisor
Kelsey Meighan is a financial advisor working out of Nashville, Tennessee, who has 2 years of industry experience. Meighan works at Principal Asset Management. During their career, the advisor has held roles at Transamerica Retirement Services, Diversified Investors Securities Corp, Directed Services LLC, Ing and Principal Funds Distributor, Inc. Meighan has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to operate in Tennessee. Principal Asset Management is an advisory business operating out of Des Moines, IA. The company has offices in 23 locations and a total of 1,925 employees. It administers $279 billion in assets across its 13,656 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 500 charitable organizations. Of its 13,656 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in investable assets. Principal Asset Management provides a diverse array of services, such as 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 management typically vary depending on which services are provided. However, fee types charged by Principal Asset Management likely consist of some blend 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
Kelsey Meighan Work History
Kelsey has been registered as a financial advisor for 2 years.*
Principal Funds Distributor, Inc
Directed Services LLC
Ing
Transamerica Retirement Services
Diversified Investors Securities Corp
*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 Kelsey Meighan 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
Folsom, CA
Des Moines, IA
Des Moines, IA
Austin, TX
Overland Park, KS
Houston, TX
Mountainside, NJ
Redondo Beach, CA
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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