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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| MN | RA | APPROVED | 2014-01-17 |
Branch Locations
8530 Eagle Point Blvd Ste 125, Lake Elmo, MN 55042 • United States
White Bear Lake, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Oakdale | MN | 04/2008 | Present |
| Principal Securities Inc | Oakdale | MN | 04/2008 | Present |
| Incentive Compensation Alternatives, Llc | Lake Elmo | MN | 06/2010 | 06/2017 |
| Fathom Financial | Lake Elmo | MN | 07/2023 | 09/2025 |
| Beacon Financial Group | Lake Elmo | MN | 10/2024 | Present |
**HEALTH INSURANCE, MN, EFF 11/12/10, BROKERS HEALTH INSURANCE. **OUTSIDE INSURANCE, BROKER, LIFE INSURANCE, GROUP BENEFITS, HEALTH INSURANCE, MEDICAL SUPPLEMENT, LONG TERM CARE INSURANCE AND DISABILITY INCOME INSURANCE, 7/18/13. **DRAKE FINANCIAL, LLC POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 8530 Eagle Point Blvd., Suite 125, Lake Elmo MN 55042, United States DESCRIPTION: Drake Financial LLC formed for partnership/teaming agreement with Principal Advisor Partners. LLC will provide operational support, business partnering and practice succession planning. **BEACON FINANCIAL GROUP (DBA) POSITION: Financial Advisor NATURE: Fee-based Financial Planning, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/ VA / VL. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 10/15/2024 ADDRESS: 8530 Eagle Point Blvd., Suite 125, Lake Elmo MN 55042, United States DESCRIPTION: Will add website (likely utilizing craigdrake.net existing site with new URL being directed to it. Will also add emails for everyone with whatever URL we establish. Will also be filing name with the MN Secretary of State. **LAKESHORE PLAYERS THEATRE POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2026 ADDRESS: 4941 Long Ave, White Bear Lake MN 55110, United States DESCRIPTION: Serve as community board member for the organization. No selling of products or services will be involved with this position.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-14 |
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