Jeffrey James Riegle

Current Employers

Employment History

• 06/2015 → 07/2021
  Waddell & Reed Inc
  Overland Park, KS
• 07/2021 → 06/2022
  Lpl Financial Llc
  Roseville, MN
• 06/2022 → Present
  Principal Securities Inc
  Woodbury, MN
• 06/2022 → Present
  Green Guardian Wealth Management
  Woodbury, MN

Previous Registrations

• 2021-07-21 → 2022-06-22
  Lpl Financial Llc
  Roseville, MN
  Savage, MN
  Woodbury, MN
• 2015-07-07 → 2021-07-21
  Waddell & Reed
  St Paul, MN
  Savage, MN
  Woodbury, MN
  Woodbury, MN
  Roseville, MN

Other Businesses

**EMPLOYER SUPPORT OF THE GUARD AND RESERVE POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/15/2022 ADDRESS: 1607 Morningside Rd, Stillwater MN 55082, United States DESCRIPTION: Employer Outreach: Develop relationships with employers to promote advocacy for service in the Guard and Reserve. Military Outreach: Inform and educate members of the Guard and Reserve regarding their employment rights and responsibilities under USERRA. **FIXED INSURANCE POSITION: Fixed Insurance NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2022 ADDRESS: 724 Bielenberg Drive. Suite 131, Woodbury MN 55125, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **THE FOUNDATION OF ST. ANDREW'S POSITION: Board Committee Member - Marketing Committee NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 900 Stillwater Road, Mahtomedi MN 55115, United States DESCRIPTION: This would be an ex-officio non-voting board position to start, and likely a voting board member later this year or next, as people step down. Currently, I would be on the marketing committee. The mission of the foundation is to support St. Andrew's Lutheran Church in Mahtomedi by supporting mission efforts that reach beyond the annual budget of the congregation, to broaden the congregations' understanding of Christian stewardship, and to assist the congregation members in achieving their charitable dreams. **NGL FUNERAL TRUST INSURANCE POSITION: NGL Funeral Trust Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2026 ADDRESS: 724 Bielenberg Dr, Suite 131, Woodbury MN 55125, United States DESCRIPTION: I would like to be able to service and sell Funeral Insurance, specifically through National Guardian Life, https://nglic.com/. Principal does not offer this service, and I was instructed to submit an OBA for it.

Exams

• S66 Uniform Combined State Law Examination
  2015-07-06

Other Names

• Jeff Riegle