Susanna
Hartwig
Principal Advised Services
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About this Advisor
Susanna Hartwig is a financial advisor operating in Addison, Texas with 1 year of industry experience. Hartwig currently works for Principal Advised Services. Their career trajectory has included roles at Principal Life Insurance Company, Principal Securities Inc and Principal Advised Services. Hartwig maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in Texas. Principal Advised Services is a business operating out of Des Moines, IA. It has offices in 12 locations and a total of 115 people on staff. It has $353 million in assets among its 8,370 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Principal Advised Services has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually depend on the services provided. Fee types billed by Principal Advised Services typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$352,564,235
115
8,370
$42,122
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Susanna Hartwig Work History
Susanna has been registered as a financial advisor for 1 years.*
Principal Advised Services
Principal Life Insurance Company
Principal Securities 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.
Disclosures
Please visit the SEC profile of Susanna Hartwig 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
New York, NY
Lake Oswego, OR
Valley City, OH
Minneapolis, MN
Crown Point, IN
Addison, TX
Charlotte, NC
Des Moines, IA
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