BB
BB

Bret James Bussanmas

30 Years 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
Loading...

Location

711 High Street, Des Moines, IA, 50392

Get directions

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.

Learn about disclosures →
Other Business Activities

Bret is an access/supervised person of Principal Global Investors, LLC, and performs certain functions for Principal Global Investors and its affiliates.

Employment History
Current Registrations
Principal Asset Management
March 2017 - Present · 8 yrs 11 mos
Principal Funds Distributor, INC.Broker
January 2007 - Present · 19 yrs 1 mo
Principal Funds Distributor, INC.
January 2007 - Present · 19 yrs 1 mo
Previous Registrations
Principal Securities, INC.
January 2000 - January 2017 · 17 yrs
Principal Securities, INC.Broker
October 1995 - January 2017 · 21 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.