KH
KH

Kevin Hansen

35 Years of Experience
Des Moines, IA
Broker

Kevin Hansen is a registered investment advisor at Principal Asset Management, based in Des Moines, IA, with 35 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,399 clients with $360B in assets under management.

Compensation
Fee-Only (% of Portfolio)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

Investment management only (planning not offered)

Principal AM's fees are generally based on a percentage of the value of the assets they manage or a fixed fee. Fees can vary and may be negotiable depending on factors like the client's relationship with Principal AM, the number of accounts managed, the size of the account, and the services provided. Fees and allocations can be fixed, fixed plus performance-based, or performance-based only. Certain fixed fees are required to be paid up front.

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Location

711 High Street, 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.

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Other Business Activities

Kevin is an access/supervised person of Principal Global Investors, LLC. He is also the lead guitarist/music director for the band Mason's Basement, spending minimal time per week on this non-investment related activity.

Employment History
Current Registrations
Principal Asset Management
March 2017 - Present · 9 yrs 2 mos
Principal Funds Distributor, INC.
March 2009 - Present · 17 yrs 2 mos
Principal Funds Distributor, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Principal Securities, INC.
December 2004 - January 2017 · 12 yrs 1 mo
Principal Securities, INC.Broker
March 2004 - January 2017 · 12 yrs 10 mos
Spectrum Capital, INC.Broker
February 2002 - May 2004 · 2 yrs 3 mos
Wells Fargo Brokerage Services, L.L.C.Broker
March 2001 - June 2002 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
March 2001 - January 2002 · 10 mos
Brenton Investments, INC.Broker
March 1996 - November 2001 · 5 yrs 8 mos
Hawkeye Investor Center, INC.Broker
August 1994 - March 1996 · 1 yr 7 mos
Broker Dealer Financial Services CORP.Broker
August 1992 - August 1994 · 2 yrs
American Express Financial Advisors INC.Broker
May 1988 - September 1990 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
May 1988 - September 1990 · 2 yrs 4 mos
State Registrations1 state
IA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Hansen - Financial Advisor | TrueAdvisor