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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-05 |
| MN | RA | APPROVED | 2020-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Mankato | MN | 05/2015 | 12/2017 |
| Principal Life Insurance Company | Mankato | MN | 01/2020 | Present |
| Principal Securities Inc | Mankato | MN | 03/2016 | Present |
| Piprude Financial | Mankato | MN | 01/2021 | Present |
| Jt Miller Financial Llc | Mankato | MN | 01/2021 | Present |
| Pinnacle Wealth Partners | Mankato | MN | 07/2025 | Present |
| Bridge Street Wealth Strategies | Mankato | MN | 07/2026 | Present |
**Fixed Insurance, 1400 Madison Ave #616, Mankato, MN 56001, Life, Annuities, Group Benefits, DI, LTC, Medicare Supplement, Health, 09/01/17, Investment Related: Y, Hours Per Month: 100. **INSURANCE (Piprude Financial - DBA) POSITION: Piprude Financial NATURE: Group/Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 01/01/2021 ADDRESS: 1400 Madison Ave, Suite 616, Mankato MN 56001, United States DESCRIPTION: Assist existing principal dba with writing group health insurance and group ancillary benefits. **JT MILLER FINANCIAL LLC (DBA) POSITION: JT Miller Financial LLC NATURE: Group/Health Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/09/2024 ADDRESS: 1400 Madison Ave, Suite 616, Mankato MN 56001, United States DESCRIPTION: Sell and service health insurance products. Group health, individual health, Medicare and ancillary benefits. **PINNACLE WEALTH PARTNERS (DBA) POSITION: Financial Representative NATURE: Group/Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 07/08/2025 ADDRESS: 1400 Madison Ave, Ste 616, Mankato MN 56001, United States DESCRIPTION: DBA to use for marketing. **BRIDGE STREET WEALTH STRATEGIES (DBA) POSITION: Financial Advisor NATURE: Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 07/29/2026 ADDRESS: 1400 Madison Ave, Suite 616, Mankato MN 56001, United States DESCRIPTION: Financial practice offering holistic planning to individuals, families and businesses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-25 |
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