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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-27 |
Branch Locations
10361 W Innovation Dr Ste 300, Wauwatosa, WI 53226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance Affiliates | Brookfield | WI | 05/2014 | 04/2023 |
| Country Capital Management Company | Brookfield | WI | 05/2014 | 04/2023 |
| Country Trust Bank | Brookfield | WI | 01/2023 | 04/2023 |
| Mml Investors Services Llc | Wauwatosa | WI | 04/2023 | 01/2025 |
| Massmutual Life Insurance Co | Wauwatosa | WI | 03/2023 | 01/2025 |
| Harrison Financial | Wauwatosa | WI | 02/2025 | 09/2025 |
| Principal Securities Inc | Wauwatosa | WI | 01/2025 | Present |
| Principal Life Insurance Co | Wauwatosa | WI | 01/2025 | Present |
**INSURANCE POSITION: Fixed insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/12/2025 ADDRESS: 1242 13th Avenue, Grafton WI 53024, United States DESCRIPTION: Sales fixed insurance to include: fix insurance, fix annuities, LTC, DI, group benefits, health, Medicare, and P&C.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-19 |
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