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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-02-07 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Elkhorn | NE | 08/2023 | Present |
| Principal Securities, Inc. | Elkhorn | NE | 08/2023 | Present |
| Dc Retirement Strategies | Elkhorn | NE | 08/2021 | Present |
| State Nebraska Bank & Trust | Wayne | NE | 06/2018 | 08/2021 |
| Wayne State College | Wayne | NE | 08/2012 | 06/2021 |
| University Of Nebraska-Lincoln | Lincoln | NE | 03/2018 | 05/2018 |
DC RETIREMENT STRATEGIES (DBA) POSITION: Financial Advisor NATURE: Financial Strategies/Needs Analysis Fee-based Financial Planning Group/Health Insurance Life Insurance/Annuities DI/A&H Insurance Mutual Funds/Securities/ VA / VL Seminars/Educational Workshops INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 18205 Capitol Ave Ste 300, Elkhorn NE 68022, United States DESCRIPTION: DBA marketing name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-14 |
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