Stanley Poorman is a CFP-designated registered investment advisor at Principal Advised Services, based in Des Moines, IA, with 17 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 23,164 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual fee of up to 0.50% of the daily value of managed account assets. The fee structure is tiered and negotiable by the plan sponsor.
Fee Estimator
Location
575 7th Street, Des Moines, IA, 50392
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Regulatory History
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 →Employment History
Current Registrations
Principal Advised Services
Previous Registrations
Learnvest Planning Services, LLC
Monroe Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Clifton Gunderson Wealth Advisors
First Advisors Financial Group, LLC
LPL Financial LLC
State Registrations2 states
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
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