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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-09 |
| IA | RA | APPROVED | 2025-01-21 |
Branch Locations
603 Poplar St, Atlantic, IA 50022 • United States
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wakonda Club | Des Moines | IA | 08/2023 | 11/2024 |
| Aegon Asset Management | Cedar Rapids | IA | 01/2023 | 08/2023 |
| Wakonda Club | Des Moines | IA | 08/2022 | 01/2023 |
| Tri-City Electric | Des Moines | IA | 06/2022 | 08/2022 |
| University Of Iowa | Iowa City | IA | 08/2020 | 06/2022 |
| Trostel's Greenbriar | Johnston | IA | 01/2016 | 08/2020 |
| Principal Life Insurance Company | West Des Moines | IA | 11/2024 | Present |
| Principal Securities, Inc. | West Des Moines | IA | 11/2024 | Present |
| Heartland Wealth Advisors | Atlantic | IA | 03/2026 | Present |
**FIXED INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 53 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2025 ADDRESS: 6701 Westown Parkway Suite 200, West Des Moines IA 50266, United States DESCRIPTION: Fixed Insurance: Life, Disability, Annuities, Long term care, Health, Medicare Supplements, Group Benefits. **HEARTLAND WEALTH ADVISORS (DBA) POSITION: Financial Advisor NATURE: Business Consulting, DI, Fee Based Financial Planning, Financial Strategies/Needs Analysis, Life Insurance/Annuities, Mutual Funds, Securities VA/VL, Seminars and Educational Workshops INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/12/2026 ADDRESS: 603 Poplar Street, Atlantic IA 50022, United States DESCRIPTION: DBA Marketing Name. **BARTENDING POSITION: Bartender NATURE: Bartending for private events INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2026 ADDRESS: 3915 Fleur Drive, Des Moines IA 50321, United States DESCRIPTION: Service is provided for a private wedding. Beverage service needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-18 |
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