AS
AS

Andrew Slattenow

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
7,399 clients
Average Client Portfolio
$49.2M average
Assets Under Management
$364.0B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Des Moines, IA

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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.

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Other Business Activities

Andrew is an access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.

Employment History
Current Registrations
Principal Asset Management
February 2024 - Present · 2 yrs
Principal Funds Distributor, INC.
January 2024 - Present · 2 yrs 1 mo
Principal Funds Distributor, INC.Broker
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.