Scott Christensen is a CFA-designated registered investment advisor at Principal Advised Services, based in Des Moines, IA, with 11 years of industry experience. Scott 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
711 High St, Des Moines, IA, 50392
Get directionsHistory
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 →Other Business Activities
Scott is the President of the Animal Rescue League of Iowa Foundation Board, starting in December 2023. He dedicates minimal time to overseeing investment managers and fund distribution for the organization.
Employment History
Current Registrations
Principal Advised Services
Previous Registrations
Principal Securities, INC.Broker
State Registrations1 state
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
More Advisors
- Eric VanderleekPrincipal Advised Services
- Stanley Poorman, CFPPrincipal Advised Services
- Jennifer Schumann, ChFCPrincipal Advised Services
- Steven JohnsonPrincipal Advised Services
- Angel LovePrincipal Advised Services
- Anne Spina, ChFCPrincipal Advised Services