Geoffrey David Leon Stamp

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → Present
  Principal Life Insurance Company
  Owatonna, MN
• 03/2016 → Present
  Principal Securities Inc
  Owatonna, MN
• 03/2024 → Present
  Bridge Street Wealth Strategies
  Owatonna, MN
• 06/2024 → Present
  Jj Swanson Advisory Group
  Minnetonka, MN

Other Businesses

**FIXED INSURANCE, LTC, DI, LIFE, ANNUITIES, HEALTH, MEDICAL, SUPPLEMENTAL, 8/17/15 **Carwardine, Tighe, and Swanson; Not Investment Related; Minnetonka, MN; Co-owner; LLC formed to provide operational support, business partnering, and practice succession planning.; Start Date: 01/01/2021; 0 hrs per month; 0 during trading hours. **JJ SWANSON ADVISORY GROUP POSITION: JJ Swanson Advisory Group NATURE: Investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/26/2021 ADDRESS: 202 W Bridge St Suite 203, Owatonna MN 55060, United States DESCRIPTION: Partnership through advisors and joint working relationship. Have one way buy sell with group. Build and maintain education program for use with employers, relationship management for retirement plan customers. **CARWARDINE, TIGHE, AND SWANSON POSITION: Co-owner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 11100 Wayzata Blvd Suite 405, Minnetonka MN 55305, United States DESCRIPTION: LLC formed to provide operational support, business partnering, and practice succession planning. **GEOFF STAMP WEALTH ADVISORS POSITION: Geoff Stamp Wealth Advisors NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2023 ADDRESS: 202 W Bridge St Suite 203, Owatonna MN 55060, United States DESCRIPTION: I plan to have this OBA for paying bills from the business, but do not plan to advertise this LLC name for business advertising/communication. **JGS PROPERTIES LLC POSITION: JGS Properties NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/28/2024 ADDRESS: 618 birchwood Ln SE, Owatonna MN 55060, United States DESCRIPTION: My wife has decided to invest in a rental property in Rochester, MN. We currently plan to close on a property 6-28-2024 and set the property up in the following name: JGS Properties LLC. **OWATONNA EARLY EDITION ROTARY POSITION: Officer of our Clubs Foundation Committee NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2025 ADDRESS: 208 Walnut Ave S, Owatonna MN 55060, United States DESCRIPTION: I will be leading our club in relation to our club asking for district funds for matching dollars for our clubs projects. My responsibilities will be to help write the grant asking for district matching funds for our clubs projects. I will help implement the project in partnership with our club members. **BRIDGE STREET WEALTH STRATEGIES (DBA) POSITION: Financial Advisor NATURE: Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 03/05/2024 ADDRESS: 202 W Bridge St Suite 203, Owatonna MN 55060, United States DESCRIPTION: Financial practice offering holistic planning and services to individuals, families and businesses. **OWATONNA EARLY EDITION ROTARY (1) POSITION: Club President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 208 S Walnut Ave, Owatonna MN 55060, United States DESCRIPTION: I will be serving as our clubs President and my term started July 1st 2026 and is expected to end June 30th 2027. Will lead club meetings and help support committee and club initiatives.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-03
• S63 Uniform Securities Agent State Law Examination
  2015-03-12

Other Names

• Geoff Stamp
• Geoff David Leon Stamp