Adam Hatch is a registered investment advisor at Principal Advised Services, based in Des Moines, IA, with 14 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16,940 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal Advised Services offers a Managed Account Service where they manage your retirement account for you. The annual fee is up to 0.50% of the daily value of your account. This fee is deducted monthly. The exact fee is negotiable by your employer's retirement plan sponsor and may depend on factors like the number of participants, plan assets, and whether the plan uses Principal's own investment funds. There may be a free trial period.
Location
711 High St, Des Moines, IA, 50392
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Employment History
Current Registrations
Principal Advised Services
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Principal Securities, INC.
Sammons Financial Network, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Principal Securities, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.