Fund · Service·RIA Rollups

Principal Financial Group

Des Moines, Iowaprincipal.com1expert edge

Diversified financial services company offering insurance, investment products, retirement solutions, and wealth management services to institutional and individual clients.

Why interesting to a deal team

Wetzel's 13-year tenure as Senior Director of Wealth Management demonstrates scale and institutional experience within major financial services platform.

Experts connected to this company

Scott Wetzel13-year prior role as Senior Director, Wealth Management

Scott Wetzel

Co-Founder & CEO

SkyView Partners

BankerWayzata

Wetzel built the dominant specialty lender to the RIA space, giving him a real-time view of deal pricing, leverage terms, and lender appetite across the entire RIA M&A market.

Sources

Structured dataPrimary
principal.com
Structured dataPrimary
principal.com/about-us/our-company/worldwide-locations

Strongest evidenceStructured data2 public sourcesHow the grades work