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6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-09 |
Branch Locations
6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bliss Events And Staffing | Johnston | IA | 11/2016 | 05/2019 |
| Student | Seward | NE | 08/2017 | 05/2022 |
| Unemployed | Urbandale | IA | 12/2015 | 11/2016 |
| 1800Gotjunk | Des Moines | IA | 05/2020 | 08/2020 |
| Team Elite Llc | Seward | NE | 05/2018 | 08/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2021 | 06/2021 |
| Northwestern Mutual Investment Services Llc | W Des Moines | IA | 02/2021 | 06/2021 |
| Unemployed | Urbandale | IA | 12/2015 | 11/2016 |
| Bliss Events And Staffing | Johnston | IA | 11/2016 | 05/2019 |
| Team Elite Llc | Seward | NE | 06/2018 | 08/2019 |
| 1800Gotjunk | Des Moines | IA | 05/2020 | 08/2020 |
| Jay Wolverton | Seward | NE | 08/2021 | 07/2022 |
| Kimmy Schimek | West Des Moines | IA | 01/2021 | 05/2021 |
| Student | Seward | NE | 05/2022 | 07/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2021 | 06/2021 |
| Northwestern Mutual Investment Services Llc | Clive | IA | 07/2022 | 07/2023 |
| Edward Mcgill | Clive | IA | 06/2022 | 07/2023 |
| Northwestern Mutual Investment Services Llc | West Des Moines | IA | 01/2021 | 06/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2022 | 07/2023 |
| Concord University | Seward | NE | 07/2023 | 05/2024 |
| Davis & Reed Homes | Johnston | IA | 05/2024 | 08/2024 |
| Merkle Retirement Planning | Grimes | IA | 09/2024 | 02/2026 |
| Foster Group, Inc. | West Des Moines | IA | 02/2026 | Present |
Name: Johnston Community School District; Investment-related: No; Address: 6500 NW 100th Street, Johnston IA 50131; Nature: Johnston High School Baseball Team; Position/Title/Relationship: Head Baseball Coach; Start Date: 07/01/2025; Approximate Hours Per Month: 20; Hours During Trading Hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-04-04 |
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