Jeffrey Michael Beck

Current Employers

Employment History

• 12/2015 → Present
  Principal Life Insurance Company
  Waverly, IA
• 12/2015 → Present
  Principal Securities, Inc.
  Waverly, IA
• 02/2016 → 02/2018
  Beck Financial & Insurance
  Waverly, IA
• 02/2018 → 12/2021
  Group Benefits Partners
  Waverly, IA
• 01/2022 → 12/2025
  Assuredpartners
  Waverly, IA
• 01/2026 → Present
  Gallagher
  Waverly, IA

Other Businesses

**Fixed Insurance; Group Benefits, Health, Dental, Vision, Life, DI, Cancer, accident and critical illness, 4/20/16. **Wartburg College, Assistant Football Coach, 06/07/16. **Waverly-Shell Rock Youth Boys Basketball Board; Not Investment Related; 1300 10th Ave SW, Suite C, Waverly, IA 50677; Treasurer; Run tournaments, make decisions for how program will be structured. Tracking and reporting on budget.; Start Date: 06/01/2018; 1 hrs per month; 1 during trading hours. **BECK HUINKER HOLDINGS LLC POSITION: Property Rental NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2021 ADDRESS: 1140 10th Ave SW, Suite A, Waverly IA 50677, United States DESCRIPTION: Ownership of LLC: Jeff Beck=50%, Brian Huinker=50%, Brian is one of my business partners at Group Benefit Partners. Group Benefit Partners is the DBA for all of my group benefits business (OBA approved) and advising business. **WAVERLY-SHELL ROCK YOUTH BOYS BASKETBALL BOARD POSITION: General Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: 123 16th Ave SW, Waverly IA 50677, United States DESCRIPTION: Assist with tournaments, make decisions for how program will be structured. **WARTBURG COLLEGE PRESIDENTS ADVISORY COUNCIL POSITION: Wartburg College PAC Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/31/2024 ADDRESS: 100 Wartburg Blvd, Waverly IA 50677, United States DESCRIPTION: The group's function is advisory in role and scope. The Council gathers once or twice a year to: Review and strengthen long-range planning efforts, Bring insights from individual work/life environments and experiences, Call the college's attention to potentially helpful new friends and prospects. Assist with other tasks appropriate to their circumstances and interests. **GALLAGHER (DBA) POSITION: Benefits Consultant & Financial Advisor NATURE: DI/A&H Insurance, Group Health Insurance, Life / Annuities, Mutual Funds/Securities/VA/VL, Seminars/Educational Workshops, Financial Strategies/Needs Analysis INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2026 ADDRESS: 1140 10th Ave SW, Ste A, Waverly IA 50677, United States DESCRIPTION: DBA Marketing Name. **GALLAGHER POSITION: Benefits Consultant NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2026 ADDRESS: 1140 10th Ave SW, Ste A, Waverly IA 50677-3708, United States DESCRIPTION: Sales, service & education of fixed insurance products for small & medium sized businesses as well as individual clients. Products offered include: Group health, dental, vision, life, disability, critical illness, accident, hospital indemnity- Individual fixed life, disability, annuities, long term care.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-07
• S63 Uniform Securities Agent State Law Examination
  2016-02-09