Matthew Armstrong, financial advisor Des Moines IA
93 score

Matthew Armstrong

CRD Number: 5276366
Current Firm: Principal Securities, Inc.

Matthew Armstrong (CRD# 5276366) is an Investment Advisor Representative working at Principal Securities, Inc. in Des Moines, IA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Des Moines, IA Jun 2013 - Current 3
Principal Financial Des Moines, IA May 2013 - Current 3
Brokers International Financial Services, LLC Panora, IA Jun 2012 - May 2013 < 1
Ing Financial Partners Des Moines, IA Sep 2011 - Jun 2012 < 1
Ing Des Moines, IA Apr 2011 - Sep 2011 < 1
Directed Services LLC Des Moines, IA Apr 2011 - Sep 2011 < 1
Ing Financial Partners Des Moines, IA May 2008 - Apr 2011 2
Directed Services LLC Des Moines, IA Jan 2007 - Apr 2008 1
Wells Fargo Bank N.a. Sioux City, IA Jun 2006 - Jan 2007 < 1
Morningside College Sioux City, IA Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Matthew J. Armstrong
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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