Best Investors Account Sign in
Claim This Profile
Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-19
IA RA APPROVED 2014-02-10
  • TX RA
    APPROVED_RES
    Since 2026-03-19
  • IA RA
    APPROVED
    Since 2014-02-10

Branch Locations

1059 Longfellow Dr Ste A, Hiawatha, IA 52233 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Hiawatha IA 08/2012 Present
Castle Financial Services Inc Coralville IA 08/2014 05/2018
Principal Securities Inc Hiawatha IA 03/2016 Present
Feller & Associates Coralville IA 05/2018 02/2021
Cornerstone Wealth Advisors Hiawatha IA 02/2026 Present
  • 08/2012 → Present
    Principal Life Insurance Company
    Hiawatha, IA
  • 08/2014 → 05/2018
    Castle Financial Services Inc
    Coralville, IA
  • 03/2016 → Present
    Hiawatha, IA
  • 05/2018 → 02/2021
    Feller & Associates
    Coralville, IA
  • 02/2026 → Present
    Cornerstone Wealth Advisors
    Hiawatha, IA
Other Businesses

**OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS, 10/24/14. **OUTSIDE INSURANCE, SELLING MEDICARE SUPPLEMENTS THROUGH VARIOUS CARRIERS, 12/16/14. **Fixed Insurance; Group Non-Med; 04/05/16 **LAKE MACBRIDE ESTATES HOA POSITION: Board member NATURE: Home owners association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 3942 Macbride Pl NE, Solon IA 52333, United States DESCRIPTION: Work with the other board members to ensure the maintenance and upkeep of the road, well, common areas. Work with the other board members to ensure the covenants are being followed. **CORNERSTONE WEALTH ADVISORS (DBA) POSITION: Financial Advisor NATURE: Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 02/10/2026 ADDRESS: 1059 Longfellow Dr. Suite A, Hiawatha IA 52233, United States DESCRIPTION: This is for marketing purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-07
S63 Uniform Securities Agent State Law Examination 2012-10-09
  • S65 Uniform Investment Adviser Law Examination
    2014-02-07
  • S63 Uniform Securities Agent State Law Examination
    2012-10-09
Other Names
  • Mike Walsh

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Hiawatha, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor