Tamara Lynn Smith

Current Employers

Legacy Financial Group

6000 Grand Avenue Suite B, Des Moines, IA 50312 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-02-09
IA	RA	APPROVED	2018-12-13

TX RA
APPROVED_RES

Since 2026-02-09
IA RA
APPROVED

Since 2018-12-13

Branch Locations

6000 Grand Avenue Suite B, Des Moines, IA 50312 • 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
Princor Financial Services Corporation	Sioux Falls	SD	08/2013	10/2016
Peterson Financial Group, Inc.	West Des Moines	IA	10/2016	11/2018
Legacy Financial Group	Des Moines	IA	11/2018	Present

08/2013 → 10/2016

Princor Financial Services Corporation

Sioux Falls, SD
10/2016 → 11/2018

Peterson Financial Group, Inc.

West Des Moines, IA
11/2018 → Present

Legacy Financial Group

Des Moines, IA

Previous Registrations

2016-11-10 → 2018-11-13

Peterson Financial Group, Inc.

Des Moines, IA
2008-07-25 → 2016-10-06

Principal Securities, Inc.

Des Moines, IA

Sioux Falls, SD

Des Moines, IA

Sioux Falls, SD

Other Businesses

Direct Insurance Sales; Not investment related; 6000 Grand Ave, Ste B Des Moines, IA 50312; Outside Insurance Sales; 09/2018; 5 hours per month; 5 hours during security hours; sales and service of life and fixed insurance sales.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-07-24

S66 Uniform Combined State Law Examination

2008-07-24

Other Names

Tamara Lynn Tiedeman
Tamara Lynn Van Schepen

View on SEC IAPD