Lucas Kane
Investment adviser representative at Principal Asset Management
12 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
12 years in the industry.
- Principal Asset ManagementJul 2026 to now
- Principal Funds DistributorJul 2026 to now
- Principal Securities, Inc.Jul 2026 to now
- Capital Group / Capital Client Group, Inc.Aug 2025 to Jul 2026
- Habour Investments, Inc./ Triangle Financial Svcs.May 2022 to Jul 2025
- Cambridge Inv. Research Inc./ Cambridge Inv. Research Adv. Inc.Sep 2020 to May 2022
- Real Estate Research CorporationDec 2019 to Sep 2020
- Cambridge Investment Research Inc.May 2019 to Aug 2019
- University of IowaAug 2018 to Dec 2019
- Hand In Hand Inc.May 2018 to Aug 2018
- Wellmark Blue Cross Blue ShieldMay 2017 to Aug 2017
- Luther CollegeAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7101148
- Firm CRD
- 109002