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Dejha Krajcar

25 Years of Experience
Broker

Dejha Krajcar is a registered investment advisor at Principal Asset Management, based in Lambertville, MI, with 25 years of industry experience. Dejha 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

Lambertville, MI

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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

Dejha is an access/supervised person of Principal Global Investors, LLC. She also owns Piper Annabelle Designs, LLC, selling handmade arts/crafts, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Principal Asset Management
January 2024 - Present · 2 yrs 3 mos
Principal Funds Distributor, INC.
December 2023 - Present · 2 yrs 4 mos
Principal Funds Distributor, INC.Broker
December 2023 - Present · 2 yrs 4 mos
Previous Registrations
Tfo-Tdc, LLC
June 2019 - March 2023 · 3 yrs 9 mos
Fifth Third Securities, INC.Broker
October 2015 - May 2019 · 3 yrs 7 mos
Fifth Third Securities, INC.
October 2015 - May 2019 · 3 yrs 7 mos
Citizens Securities, INC.
May 2014 - September 2015 · 1 yr 4 mos
Citizens Securities, INC.Broker
May 2014 - September 2015 · 1 yr 4 mos
Fifth Third Securities, INC.
May 2007 - May 2014 · 7 yrs
Fifth Third Securities, INC.Broker
June 2002 - May 2014 · 11 yrs 11 mos
American Express Financial Advisors INC.Broker
April 2000 - May 2002 · 2 yrs 1 mo
State Registrations1 state
MI
Advisor

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.
Dejha Krajcar - Financial Advisor | TrueAdvisor