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220 Sw 9Th St. Suite 230, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-07 |
Branch Locations
220 Sw 9Th St. Suite 230, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Johnston | IA | 12/2015 | 05/2024 |
| Thrivent Financial | Appleton | WI | 04/2016 | 05/2024 |
| Peterson Financial Group, Inc. | Des Moines | IA | 06/2024 | Present |
PERSONAL RENTAL HOME POSITION: Home owner NATURE: I recently sold my rental home in fort Collins, co and purchased 2 rental properties in des moines that are managed by Top Shelf Property Management. I personally own the home, it is not owned through an LLC. The office location for Top Shelf is 3408 Woodland Ave. Ste. 403. Top Shelf handles advertising, tenant screening, contracts, and maintenance on the home. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: 525 24th st., Des Moines IA 50265, United States AND 120 6th St. Waukee, IA 50263, United States DESCRIPTION: I make decisions on maintenance needs as they arise, monthly lease amount, and pay the mortgage on the home. The property management company, Top Shelf, handles advertising, tenant screening, contracts, and maintenance on the home. INSURANCE AGENT POSITION: Sales agent offering life, health and annuities. SECURITIES TRADING HOURS: 20 START DATE: 01/01/2016 ADDRESS: 220 SW 9th Street, Suite 230 Des Moines, IA 50309
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-01 |
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