TC
TC

Todd Crandall

22 Years of Experience
Des Moines, IA
Broker

Todd Crandall is a registered investment advisor at Principal Asset Management, based in Des Moines, IA, with 22 years of industry experience. Todd 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

Todd is an access/supervised person of Principal Global Investors, LLC and performs certain functions for them and their affiliates. He also works as an assistant football coach at Dowling Catholic High School, dedicating about 10-20% of his time during the season and minimal time during the off-season.

Employment History
Current Registrations
Principal Asset Management
March 2024 - Present · 2 yrs 2 mos
Principal Funds Distributor, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Principal Funds Distributor, INC.
January 2024 - Present · 2 yrs 4 mos
Principal Securities, INC.Broker
June 2009 - Present · 16 yrs 11 mos
Principal Securities, INC.
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Principal Securities, INC.
October 2014 - April 2024 · 9 yrs 6 mos
Principal Global Investors
July 2010 - October 2014 · 4 yrs 3 mos
Princor Financial Services Corporation
July 2010 - July 2010 · 0 mos
Princor Financial Services CorporationBroker
April 2003 - December 2008 · 5 yrs 8 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.
Todd Crandall - Financial Advisor | TrueAdvisor