Unclaimed Profile

Michael Jon Beer

PRINCIPAL GLOBAL INVESTORS, LLC·DES MOINES, Iowa

SIE, Series 7, Series 24, Series 27, Series 51, Series 63, Series 65Clean record19 years registeredPRINCIPAL GLOBAL INVESTORS, LLC

801 GRAND AVE, DES MOINES, IA 50392-0001CRD# 2007424Firm CRD# 109002

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Jon Beer · DES MOINES, IA

Registration

CRD #2007424 · PRINCIPAL GLOBAL INVESTORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRINCIPAL GLOBAL INVESTORS, LLC

PRINCIPAL GLOBAL INVESTORS

Nov 2017 – Oct 2019

Des Moines, IA

PRINCIPAL SECURITIES, INC.

May 2007 – Nov 2017

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 51

Series 63

Series 65

Registration record

First registered · May 31, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRINCIPAL GLOBAL INVESTORS, LLC

CRD 109002 · SEC 801-55959

AUM

$377.2B

Regulatory assets under management

Employees

1,955

6,824 client accounts

Services offered by PRINCIPAL GLOBAL INVESTORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at PRINCIPAL GLOBAL INVESTORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Jon Beer offer?

Michael Jon Beer specializes in Investment Management, Retirement Planning, Wealth Management.

What are Michael Jon Beer's credentials?

Michael Jon Beer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Jon Beer located?

Michael Jon Beer is based in DES MOINES, Iowa, last registered with PRINCIPAL GLOBAL INVESTORS, LLC.

How does Michael Jon Beer charge for services?

Michael Jon Beer's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: charge on a cost allocation basis to principal life. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRINCIPAL GLOBAL INVESTORS, LLC?

PRINCIPAL GLOBAL INVESTORS, LLC has approximately 1955 employees and manages $377.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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