Sandra Kay Copic
Investment adviser representative at Principal Asset Management
28 yearsExperience
1 stateRegistered in
$427.7BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- Principal Asset ManagementJun 2023 to now
- Principal Funds Distributor, Inc.Jan 2017 to now
- Principal Mutual Life Ins CoApr 1998 to Dec 2016
- Princor Financial Services CorporationApr 1998 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Principal Asset Management
Legal name: Principal Global Investors, LLC
$427.7BAssets managed
8,205Clients
121Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2314536
- Firm CRD
- 109002