Adam Keith Hatch

Principal Advised Services

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Principal Advised Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

216 advisors

Number of Clients

16,940 clients

Average Client Portfolio

$52K average

Assets Under Management

$887.3M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

711 High St, Des Moines, IA, 50392

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adam works as a Retirement Consultant for Principal Advised Services, offering investment advice to retirement plan participants, and as an AVP for Principal Bank, responsible for sales of bank deposit products. Both roles are investment-related and take up a full-time commitment each.