William Donald Gross

Current Employers

Employment History

• 02/2008 → 08/2018
  Heartland Farm Partners, Llc
  Lincoln, NE
• 11/2018 → 02/2019
  Morgan Stanley Smith Barney Llc
  Sioux Falls, SD
• 02/2019 → 08/2021
  Morgan Stanley Smith Barney Llc
  Sioux Falls, SD
• 02/2019 → 08/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2021 → Present
  Principal Life Insurance Company
  Sioux Falls, SD
• 08/2021 → Present
  Principal Securities Inc
  Sioux Falls, SD
• 05/2025 → Present
  Palmerus Wealth
  Sioux Falls, SD

Previous Registrations

• 2019-01-28 → 2021-04-14
  Morgan Stanley
  Sioux Falls, SD

Other Businesses

**INSURANCE POSITION: Outside insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/08/2021 ADDRESS: 4910 S Isabel Place, Sioux Falls SD 57108, United States DESCRIPTION: Fixed Insurance: LI, DI, Medical, LTC, Group Insurance: LI, DI, Dental, Vision, Health. **SPRING CREEK NORTH HOME OWNERS ASSOCIATION POSITION: Secretary/Treasurer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 48007 271st Street, Harrisburg SD 57032, United States DESCRIPTION: I act as an elected officer of the Spring Creek North HOA. It is a registered non-profit for our homeowner's association. I am currently the secretary and treasurer for the HOA. My duties consist of minutes for the annual meetings and providing any representation for homeowners for maintenance of the existing roads and service work for those roads. I collect the annuals dues for the HOA members that currently consist of 8 residential homes. **PALMERUS WEALTH (DBA) POSITION: Palmerus Wealth NATURE: Fee-based Financial Planning* Financial Strategies/Needs Analysis Life Insurance/Annuities Mutual Funds/Securities/ VA / VL DI/A&H Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 05/01/2025 ADDRESS: 4910 S Isabel Place, Suite 100, Sioux Falls SD 57108, United States DESCRIPTION: Palmerus Wealth provides financial planning services for both businesses and individuals. A range of services and products include fee-based financial planning, asset management, private placement, fixed and variable annuities, estate planning, retirement income planning, business owner succession planning, key employee benefits, group employee benefits, fixed life insurance, variable life insurance, short-term disability, long-term disability, long-term care insurance.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-28

Other Names

• William Gross