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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-05
IA RA APPROVED 2023-12-19
  • NE RA
    APPROVED
    Since 2024-01-05
  • IA RA
    APPROVED
    Since 2023-12-19

Branch Locations

Grand Island, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company Grand Island NE 01/2005 Present
Principal Securities Inc Grand Island NE 03/2016 Present
Principal Advised Services Grand Island NE 10/2023 Present
  • 01/2005 → Present
    Principal Life Insurance Company
    Grand Island, NE
  • 03/2016 → Present
    Principal Securities Inc
    Grand Island, NE
  • 10/2023 → Present
    Grand Island, NE
Other Businesses

**GRAND ISLAND PUBLIC SCHOOLS POSITION: Substitute custodian NATURE: Part time substitute custodian INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2023 ADDRESS: Grand Island Public Schools Admin, 123 Webb Rd, Grand Island NE 68803, United States DESCRIPTION: Substitute custodial worker for the Grand Island Public Schools. I will be notified if help is needed and will work as my schedule allows. This will always be after business hours. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 711 High St., Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/18/2018 ADDRESS: 711 High St., Des Moines IA 50392, United States DESCRIPTION: https://www.principal.com/individuals/invest-retire/principal-bank

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-19
S63 Uniform Securities Agent State Law Examination 2018-10-26
  • S66 Uniform Combined State Law Examination
    2023-12-19
  • S63 Uniform Securities Agent State Law Examination
    2018-10-26
Other Names
  • Jennifer Maria Lukesh
  • Jennifer Maria Lukesh
  • Jennifer Maria Kilzer

View on SEC IAPD

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