DMKC Advisory Services
47yrs
Top advisor by experience in Des Moines
26yrs
Based in Des Moines, Iowa, Jeffrey Schultz is a fiduciary financial advisor with 26 years of industry experience. Jeffrey joined Principal Securities in 2005, a firm offering financial planning, investment management, and retirement plan consulting. Principal Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 450 advisors with offices in Des Moines, and one of 416 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in Des Moines
Office711 High St, Des Moines, IA 50392
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2005 – nowPrincipal Securities, Inc.Current firm
Contact Jeffrey
(888) 774-6267Principal Securities main office 711 High StDes Moines, IA 50392Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jeffrey
How do I contact Jeffrey?
Call Principal Securities at (888) 774-6267 and ask for Jeffrey Schultz. Jeffrey works from the Des Moines, IA office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2000, about 26 years. Top 21% by experience in Des Moines.
What licenses does Jeffrey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jeffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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