Melissa Jane Sivertsen

Current Employers

Employment History

• 09/2006 → Present
  Principal Life Insurance Company
  Polk City, IA
• 03/2016 → Present
  Principal Securities Inc
  Des Moines, IA
• 02/2025 → Present
  Smith + Co Financial
  Des Moines, IA

Other Businesses

***OUTSIDE INSURANCE. 04/01/2014. SELLING FIXED LIFE INSURANCE. LONG TERM CARE INSURANCE AND DISABILITY THROUGH VARIOUS CARRIERS. CONSUMER CHOICES OPTION POSITION: SCL Provider NATURE: Supported Community Living Provider for my son INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2022 ADDRESS: 1612 Prairie Ridge Dr, Polk City IA 50226, United States DESCRIPTION: My son has significant health issues and special needs. I have been providing care for him his entire life. When he became an adult we were unable to find a company that would provide services due to staffing shortages. Because of this we switched to a program called Consumer Choices Options which allows us to hire our own care providers. The program is offered through the State, is managed by his CMO, and Veridian Fiscal Solutions is the Financial Management Service that processes the employees and handles payroll. In the event that we cannot find care providers, I provide the care and am compensated for it. This is a better solution for my son than a group home as he has health issues and continuity of care is essential for him. Clay also has CDAC hours in which self care and household duty services may be provided.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-08
• S63 Uniform Securities Agent State Law Examination
  2006-10-20

Other Names

• Melissa Jane Milliken
• Melissa Jane Warner