Anthony Hamburge

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 02/2023
  New York Life Insurance Company
  Edina, MN
• 01/2019 → 02/2023
  Nylife Securities Llc
  Edina, MN
• 06/2001 → 12/2018
  Tradehome Shoe Stores Inc
  Cottage Grove, MN
• 04/2022 → 02/2023
  Eagle Strategies Llc
  Lakeland, MN
• 02/2023 → Present
  Principal Securities, Inc.
  Lakeland, MN
• 02/2023 → Present
  Principal Life Insurance Company
  Lakeland, MN
• 07/2024 → Present
  Green Guardian Wealth Management
  Woodbury, MN

Previous Registrations

• 2022-04-04 → 2023-03-03
  Eagle Strategies Llc
  Lakeland, MN

Other Businesses

**INSURANCE POSITION: IAR NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2023 ADDRESS: 8530 Eagle Point Blvd, Lake Elmo MN 55042, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **GREEN GUARDIAN WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Financial planning, insurance and annuities, investments INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2024 ADDRESS: 724 Bielenberg Dr, #131, Woodbury MN 55125, United States DESCRIPTION: I will be working in a full-time capacity position with Jeffrey Riegle & Green Guardian Wealth Management offering financial solutions including, but not limited to, life insurance, annuities (fixed & variable), long-term care solutions, and comprehensive financial planning for our clients. **NGL FUNERAL TRUST INSURANCE POSITION: NGL Funeral Trust Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/09/2026 ADDRESS: 8530 Eagle Point Blvd, Suite 125, Lake Elmo MN 55042, United States DESCRIPTION: I would like to be able to service and sell Funeral Insurance, specifically through National Guardian Life (NGL). Principal does not offer this service, and I was instructed to submit an OBA for it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-29
• S63 Uniform Securities Agent State Law Examination
  2019-12-02

Other Names

• Anthony Robert Hamburge