Investment Only Solutions - Bank Trust Sales Team
Our team of sales professionals is dedicated to supporting your sales efforts. Select the name of your state on the map below or scroll down to find contact information for your local internal and external wholesaler.
| West Division | ||||
| Region | Wholesaler | Phone | Internal Wholesaler | Phone |
|---|---|---|---|---|
AK, AZ, CA, HI, ID, MT, NM, NV, OR, UT, WA, WY |
Patrick McCloskey | 310.266.0503 | Rob Gidel | 515.235.9482 |
| Central Division | ||||
| Region | Wholesaler | Phone | Internal Wholesaler | Phone |
|---|---|---|---|---|
AR, CO, IA, KS, KY, MN, MO, ND, NE, OK, SD, TN, TX |
Brett Dubay | 913.207.8228 | Erin Temeyer | 515.235.5509 |
| Great Lakes Division | ||||
| Region | Wholesaler | Phone | Internal Wholesaler | Phone |
|---|---|---|---|---|
IL, IN, MI, OH, WI |
Matthew Moran | 248.217.4615 | Rob Gidel | 515.235.9482 |
| East Division | ||||
| Region | Wholesaler | Phone | Internal Wholesaler | Phone |
|---|---|---|---|---|
CT, MA, ME, NH, NJ, NY, PA, RI, VT |
Bernie Fragomeni | 518.469.0653 | Matthew Stagner | 515.235.6088 |
| Southeast Division | ||||
| Region | Wholesaler | Phone | Internal Wholesaler | Phone |
|---|---|---|---|---|
AL, DC, DE, FL, GA, LA, MD, MS, NC, SC, VA, WV |
Jim Robinson | 727.631.1715 | Matthew Stagner | 515.235.6088 |
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To obtain a prospectus, download online or call Customer Service at 1.800.222.5852
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Customer Service at 1.800.222.5852.
A mutual fund's share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
This Web site was created and is maintained by Principal Funds Distributor, Inc. exclusively, and not by the Directors of the funds.
Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc., member of the Principal Financial Group®. Principal Funds Distributor, Principal Shareholder Services, Principal Management Corporation and its affiliates, and Principal Funds, Inc. are collectively referred to as Principal Funds.
Not FDIC or NCUA/NCUSIF insured - May lose value - No bank guarantee - Not a deposit - Not insured by any federal government agency
