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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-12-13 |
| TX | RA | APPROVED | 2021-05-28 |
Branch Locations
1170 W Kansas St Ste Dd, Liberty, MO 64068 • United States
11101 Switzer Rd Ste 100, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Liberty | MO | 05/2017 | Present |
| Principal Securities, Inc. | Liberty | MO | 05/2017 | Present |
| Cigna Healthcare | Overland Park | KS | 08/2013 | 05/2017 |
| Stephens Heffner Financial Partners | Liberty | MO | 08/2019 | Present |
| Union Financial, Inc. | Liberty | MO | 03/2021 | 10/2023 |
**Fixed insurance, Medical, 9/6/17. **Fixed Insurance; Investment Related; Kansas City, MO; Agent; Life, Annuities, LTC, DI, Group; Start Date: 11/12/2019; 5 hrs per month; 5 during trading hours. **LIBERTY AREA CHAMBER OF COMMERCE POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: 1170 West Kansas Street, Suite H, Liberty MO 64068, United States DESCRIPTION: Board Member; Attend 6 board meetings a year, volunteer at the Liberty fall festival, liaison to committees, ribbon cuttings, involved in donation marketing (not collection of). The primary role as a member of the Board is to contribute to the defining of the Chamber mission and governing the fulfillment of that mission, and to carry out the functions of the office of a Board member and/or officer as delineated in the Chamber by-laws. **DEBRA L FEHL, LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2022 ADDRESS: 1170 W KANSAS ST STE DD, LIBERTY MO 64068-2094, United States DESCRIPTION: Owner, For tax purposes only. **REGIONAL ADVISORY COUNCIL - LIBERTY HOSPITAL FOUNDATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/24/2025 ADDRESS: 2525 Glenn Hendren Dr, Liberty MO 64068, United States DESCRIPTION: Board Member/Advise on fundraising activities. Not actually involved in the fundraising directly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-25 |
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