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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-28 |
Branch Locations
1059 Longfellow Dr Ste A, Hiawatha, IA 52233 • United States
239 1St Ave E, Dyersville, IA 52040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Dyersville | IA | 12/2024 | Present |
| Principal Securities, Inc. | Dyersville | IA | 12/2024 | Present |
| Collins Aerospace | Cedar Rapids | IA | 05/2024 | 08/2024 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2021 | 12/2024 |
| Jimmy Johns | Cedar Falls | IA | 02/2023 | 12/2023 |
| Crst | Cedar Rapids | IA | 06/2023 | 08/2023 |
| Behnke Enterprises | Farley | IA | 05/2022 | 08/2022 |
| Dyersville Die Cast | Dyersville | IA | 06/2021 | 08/2021 |
| Dyersville Die Cast | Dyersville | IA | 05/2020 | 08/2020 |
| Beckman Catholic High School | Dyersville | IA | 08/2015 | 05/2021 |
| Fareway | Dyersville | IA | 07/2017 | 05/2020 |
| Unemployed | Dyersville | IA | 12/2014 | 07/2017 |
| Financial Strategies | Dyersville | IA | 08/2025 | Present |
**FIXED INSURANCE POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2025 ADDRESS: 1059 Longfellow Drive Suite A, Hiawatha IA 52233, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **FINANCIAL STRATEGIES (DBA) POSITION: Financial Advisor NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 128 START DATE: 08/01/2025 ADDRESS: 239 1st Ave E, Dyersville IA 52040, United States DESCRIPTION: Financial Services. Role: Individual Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
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