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Samantha Kintzle

7 Years of Experience
Des Moines, IA
1 DisclosureBroker

Samantha Kintzle is a registered investment advisor at Principal Asset Management, based in Des Moines, IA, with 7 years of industry experience. Samantha 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 St, Des Moines, IA, 50392

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History

Regulatory History (1)
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Criminal
May 2013
Final Disposition
Other Business Activities

Samantha 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
September 2018 - Present · 7 yrs 8 mos
Principal Funds Distributor, INC.
April 2018 - Present · 8 yrs 1 mo
Principal Funds Distributor, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Principal Securities, INC.Broker
May 2018 - December 2018 · 7 mos
State Registrations51 states
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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.
Samantha Kintzle - Financial Advisor | TrueAdvisor