Kirk Albin (CRD# 4910466) is an Investment Advisor Representative working at Principal Asset Management in Ankeny, IA and has over 18 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Principal Asset Management | Des Moines, IA | Feb 2017 - Current | 7 |
Principal Funds Distributor, Inc. | Des Moines, IA | Jun 2012 - Current | 12 |
Principal Securities Inc. | Des Moines, IA | Mar 2019 - Jan 2024 | 4 |
Princor Financial Services Corporation | Des Moines, IA | Jan 2005 - Feb 2016 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
- IA
-
Total Assets Under Management377,223MILLIONS
-
Total Number of Accounts6,824ACCOUNTS
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Average Account Value$55,278,865
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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