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575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-22 |
Branch Locations
2600 Westown Parkway Suite 102, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | West Des Moines | IA | 05/2025 | 06/2026 |
| Iowa State University | Ames | IA | 08/2023 | 05/2025 |
| United Way Of Story County | Ames | IA | 01/2025 | 04/2025 |
| St. Olaf College | Northfield | MN | 08/2021 | 01/2023 |
| Mayflower Community | Grinnell | IA | 02/2023 | 05/2023 |
| St. Olaf College | Northfield | MN | 08/2021 | 05/2022 |
| St. Olaf College | Northfield | MN | 08/2022 | 01/2023 |
| Grinnell-Newburg Community School District | Grinnell | IA | 05/2020 | 08/2024 |
| Grinnell-Newburg Community School District | Grinnell | IA | 08/2008 | 06/2020 |
| Harbour Investments, Inc | Madison | WI | 06/2026 | Present |
| Triangle Financial Services, Inc | West Des Moines | IA | 06/2026 | Present |
1) Triangle Financial Services - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
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