Russell Anthofer
Investment Specialist - Retirement Investments at Principal Financial Group
- Role
- Investment Specialist - Retirement Investments at Principal Financial Group
- Location
- Norwalk, IA, US
- LinkedIn followers
- 500 followers
About Russell Anthofer
As a retirement plan professional for Principal®, I work closely with plan sponsors and financial professionals to help provide services to our clients, including, fiduciary support, plan investment reviews, retirement plan design consulting, plan compliance and participant education. At Principal, our Mission in Retirement and Income Solutions is to help more people save enough, protect enough, and have enough in retirement, working with advisors, plan sponsors, and Third-Party Administrators (TPAs). Together, our organization and representatives are responsible for managing numerous local client relationships. Our organization can help you with your needs including 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Non-Qualified, Defined Benefit and ESOP.Business-Building / Advisor Support Opportunities- Sales presentations to prospective clients- Business development strategies- Plan design analysis- Investment benchmarking and analysisYou’re welcome to contact me at a••••••••@principal.com and thank you for visiting my LinkedIn page.Insurance products issued by Principal National Life Insurance Co.(except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc, 80••••••37,member SIPC and/or independent broker/dealers. Principal National, Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of Principal Financial Group®, Des Moines, IA 50392.Russell Anthofer is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Experience
Investment Specialist - Retirement Investments
May 2024 — Present · Des Moines, IA, US
Education
Central College
Economics
1998 — 2001
Skills
- Defined Benefit
- Series 7
- Series 63
- Investments
- Asset Allocation
- Mutual Funds
- 401k
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