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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-03-23 |
| TX | RA | APPROVED | 2021-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Solon | IA | 08/2016 | Present |
| Principal Securities Inc | Solon | IA | 08/2016 | Present |
| Millcreek Financial Services | Solon | IA | 02/2018 | Present |
**Fixed Insurance, Life, DI, Annuities, LTC, 01/03/17. **DAN WOESSNER LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2015 ADDRESS: 121 west main st, suite 100, solon IA 52333, United States DESCRIPTION: I am the owner of Millcreek Financial Services and IAR with Principal Securities. I have an LLC. Dan Woessner LLC. I only use it for tax reporting purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-22 |
| S65 | Uniform Investment Adviser Law Examination | 2005-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-18 |
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