David Thomas Perrott

Current Employers

Employment History

• 01/2019 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 01/2019 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 01/2019 → Present
  Guide Financial Group
  Urbandale, IA
• 11/2005 → 03/2019
  Wells Fargo Home Mortgage
  Des Moines, IA
• 04/2021 → Present
  Boersma Insurance Services
  Des Moines, IA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Urbandale, IA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-04-02 → 2023-08-10
  Securian Financial Services, Inc.
  Urbandale, IA
  St. Paul, MN

Other Businesses

1. GUIDE FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2019 ADDRESS: , Urbandale IA , United States DESCRIPTION: Agent/Broker 2. SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker 3. ANKENY BAPTIST CHURCH POSITION: Officer NATURE: Deacon Board INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 2842 SW 3rd St Pl, Ankeny IA 50023, United States DESCRIPTION: As chairman, I'm responsible to provide care for church members, vote of financial or staffing decisions, and advise the pastors. 4. FINANCIAL PEACE UNIVERSITY POSITION: Volunteer NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/07/2020 ADDRESS: 1011 Reams Fleming Blvd, Franklin TN 37064, United States DESCRIPTION: I am facilitating a Financial Peace University course through my church. I will be leading the discussion and encouraging the attendees to improve their financial decisions based on the curriculum provided 5. PATTERN LIFE POSITION: Independent Contractor NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2021 ADDRESS: 10855 W Dodge Rd Ste 220, Omaha NE 68154, United States DESCRIPTION: 1099 contractor for Pattern. 6. BOERSMA INSURANCE SERVICES POSITION: Agent/Broker NATURE: life agent INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/28/2021 ADDRESS: 100 Court Ave, Des Moines IA 50309, United States DESCRIPTION: Fixed insurance referrals 7. ANKENY BAPTIST CHURCH POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2021 ADDRESS: 2842 SW Third St, Ankeny IA 50023-1417, United States DESCRIPTION: As a member of the church's finance committee, I will be responsible for setting budgets, authorizing purchases, and allocating resources that come into the church. 8. BAPTIST CHURCH PLANTERS POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 36830 Royalton Rd, Grafton OH 44044, United States DESCRIPTION: This is a church planting missions agency that seeks to help equip existing churches and start new ones across the US. My role will be limited to a board member 9. NAME OF OTHER BUSINESS: ANKENY BAPTIST CHURCH; INVESTMENT RELATED: NO; ADDRESS: 2842 SW 3RDST ANKENY, IO 50023; NATURE OF BUSINESS: RELIGIOUS; START DATE: 7/5/26; POSITION/TITLE/RELATIONSHIP: TEACHER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER TEACHING A CLASS ON FINANCIAL STEWARDSHIP FROM A BIBLICAL PERSPECTIVE.

Exams

• S66 Uniform Combined State Law Examination
  2019-03-22

Designations

Other Names

• Dave Perrott
• David Thomas Perrott