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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-03-19 |
Branch Locations
3812 8Th St N Ste 100, Saint Cloud, MN 56303 • United States
Saint Cloud, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Saint Cloud | MN | 10/2019 | Present |
| Principal Securities Inc | Saint Cloud | MN | 10/2019 | Present |
| Stearns Financial Services | Saint Cloud | MN | 09/2009 | 07/2019 |
| Beacon Financial Group | Saint Cloud | MN | 10/2024 | Present |
**Fixed Insurance; Investment Related; Harrisburg, PA; Agent; Life, DI, LTC, Annuities; Start Date: 03/16/2020; 4 hrs per month; 4 during trading hours. **BEACON FINANCIAL GROUP (DBA) POSITION: Registered Representative NATURE: Fee-based Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 10/15/2024 ADDRESS: 3812 8th Street N, Suite 100, Saint Cloud MN 56303, United States DESCRIPTION: Continue to offer the same products/services offered outside of the new DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
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