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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| MN | RA | APPROVED | 2014-01-17 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Lake Elmo | MN | 04/2012 | Present |
| Principal Securities Inc | Lake Elmo | MN | 04/2012 | Present |
| Csp & Associates Inc | Lake Elmo | MN | 02/2014 | Present |
| J.J. Swanson Advisory Group, Inc. | Lake Elmo | MN | 01/2018 | Present |
**OUTSIDE INSURANCE, SELLING HEALTH INSURANCE, TRADITIONAL INSURANCE, LONG TERM CARE, DISABILITY, GROUP BENEFITS AND PROPERTY & CASUALTY INSURANCE THROUGH VARIOUS CARRIERS, 11/14/12. **OUTSIDE INSURANCE, BROKER, HEALTH, GROUP NON-MEDICAL. **CSP & Associates, Owner, 5/11/16.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-10-25 |
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