Kyle David Geers

Employer firm

Principal Asset Management CRD 109002

$428B regulatory AUM 137 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Principal Asset Management

801 Grand Ave, Des Moines, IA 50392-0001 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-05-19

IL RA
APPROVED

Since 2026-05-19

Branch Locations

Hinsdale, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Principal Asset Management	Des Moines	IA	02/2026	Present
Principal Funds Distributor	Des Moines	IA	02/2026	Present
Ycharts, Inc.	Chicago	IL	05/2015	02/2026

02/2026 → Present

Principal Asset Management

Des Moines, IA
02/2026 → Present

Principal Funds Distributor

Des Moines, IA
05/2015 → 02/2026

Ycharts, Inc.

Chicago, IL

Other Businesses

1) Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates. 2) KYMA, LLC: Real Estate holding company that owns a single residential rental property. Member and 50% owner. This is a passive investment with minimal time spent. Effective 02/01/2020.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-05-16
S63	Uniform Securities Agent State Law Examination	2025-11-25

S65 Uniform Investment Adviser Law Examination

2026-05-16
S63 Uniform Securities Agent State Law Examination

2025-11-25

Other Names

Kyle David Geers
Kyle Geers

View on SEC IAPD