Barry Lynn Steim

Current Employers

Employment History

• 03/2010 → 08/2022
  Ameritas Investment Corp
  Lincoln, NE
• 10/2011 → 08/2022
  Steim Investment Strategies
  W Des Moines, IA
• 11/2021 → 08/2022
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 08/2022 → Present
  Principal Life Insurance Company
  West Des Moines, IA
• 08/2022 → Present
  Principal Securities Inc
  West Des Moines, IA
• 08/2022 → 10/2023
  Steim Investment Strategies
  West Des Moines, IA
• 10/2023 → Present
  Naviture Llc
  West Des Moines, IA

Previous Registrations

• 2021-11-01 → 2022-09-27
  Ameritas Advisory Services, Llc
  W Des Monies, IA
• 2010-03-26 → 2021-11-01
  Ameritas Investment Company, Llc
  W Des Moines, IA
  W Des Moines, IA
  Clive, IA
  Iowa City, IA
• 2008-02-05 → 2010-03-05
  Securities America Advisors, Inc.
  West Des Moines, IA
  West Des Monies, IA
• 2003-08-19 → 2008-02-08
  1717 Capital Management Company
  West Desmoines, IA
  West Des Moines, IA
• 2003-01-10 → 2003-08-22
  Equitable Advisors, Llc
  West Des Moines, IA

Other Businesses

OUTSIDE INSURANCE POSITION: Outside Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2022 ADDRESS: 6701 Westown Pkwy., Ste 200, West Des Moines IA 50266, United States DESCRIPTION: Fixed insurance, Life, Disability, LTC, Fixed and Indexed Annuities and possible group insurance to include life, health, vision and dental. NAVITURE POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/30/2023 ADDRESS: 6701 Westown Pkwy., Suite 200, West Des Moines IA 50266, United States DESCRIPTION: Same financial advisor activities to include insurance and investments but under the Naviture business title.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-06
• S63 Uniform Securities Agent State Law Examination
  2002-07-19

Other Names

• Barry Lynn Steim
• Barry Lynn Steim