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Products and Advisory Services

It's not enough just to offer investment products to your clients.

You need a full-range of solutions you can confidently recommend to your clients - solutions that fit their unique needs.

Choices for you and your clients

As a member of the Principal Financial Group®, Princor gives you one of the most comprehensive product offerings available:

  • Mutual funds, with full lines of retail- and managed-account options
  • Tax, credit, oil and gas programs, 1031's, and a full suite of annuities
  • Comprehensive wealth management services with all investment account options
  • A comprehensive selling agreement list so you can continue to service, sell, and receive trailing compensation for the products you already have
  • A full range of Pershing brokerage accounts (transactional and managed)

Registered Investment Adviser (RIA)

Through the flexibility of our corporate RIA program, you can offer fee-based products, planning tools, and seminars to strengthen client relationships and boost your new business marketing efforts.

As a Princor Investment Advisor Representative you'll have access to:

  • Fee-based wrap accounts
  • Fee-based financial planning and executive planning
  • Fee-based business consulting
  • Fee-based employer-sponsored services

Contact us to learn more about current product listings and our corporate RIA program.

Have a question? Call us at 1.800.986.3343

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