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1860 Se Princeton Dr, Grimes, IA 50111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-12 |
| IA | RA | APPROVED | 2020-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Retirement Planning | Grimes | IA | 06/2018 | Present |
| Stork Orthodontics | West Des Moines | IA | 06/2015 | 06/2018 |
1.) Haley Gutschenritter- Independent Insurance - Agent - Non-Variable Insurance trails and commissions from sales - West Des Moines, IA, 07/2021 to Present, Investment Related 2.) Name: West Des Moines Chamber - Young Professionals Program ("West YP"), Nature: Chamber program, Position: Chari of West YP, board member, Duties: Leading committee meetings, oversee progress towards strategic goals, serve as a liaison between West YP Committee and the Chamber team., Investment Related: No, Address: 650 S. Prairie View drive, Ste #110, West Des Moines IA 50266, Hours Per Month: 5, Hours during Trading Hours: 0, Compensation: $0. 3.) Name: West Des Moines Leadership Academy (WDMLA) - Advisory Council, Nature: Chamber program, Position: Alumni Chair, Duties: Organizing meetings, agendas, and coordinating alumni initiative with the advisory council., Investment Related: No, Address: 650 S. Prairie View Drive, #110, West Des Moines IA 50266, Hours Per Month: 4, Hours during Trading Hours: 0, Compensation: $0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-29 |
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