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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| IA | RA | APPROVED | 2022-06-16 |
Branch Locations
222 3Rd Ave Se Ste 280, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Cedar Rapids | IA | 07/1998 | 06/2022 |
| Strategic Financial Solutions, Llc | Cedar Rapids | IA | 01/2003 | Present |
| Princpal Securities Inc | Cedar Rapids | IA | 03/2016 | 06/2022 |
| Commonwealth Financial Network | San Diego | CA | 06/2022 | Present |
1. Owner, Lawrence William Witzel; Rental Property, Located at 3460 Willowridge Road Unit C, Marion, IA 52302, as of 1/1/2015; Approximately 1% time spent during business hours; Not conducted at branch location; Investment related. 2. President, Strategic Financial Solutions, LLC; Insurance, Securities, and Advisory business, Located at 222 3rd Ave, Suite 280, Cedar Rapids, IA 52401, as of 6/16/2022; Approximately 95% time spent during business hours; Conducted at branch location; Investment related. 3. President, Strategic Financial Solutions, LLC; Fixed insurance sales; Located at 222 3rd Ave, Suite 280, Cedar Rapids, IA 52401, as of 6/16/2022; 3% time spent during business hours; Conducted at branch location; Investment related. 4. Owner, Lawrence William Witzel; Corn and soybean production and sale, Located at 1454 Marion Airport Road, Marion, IA, 52302, as of 01/01/2009; Approximately 1% time spent during business hours; Not conducted at branch location; Not Investment related. 5. Co-Owner, Witzel Farms, LLC, an entity created for the purpose of buying and managing real estate in Marion, IA, as of 07/31/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related. 6. Co-owner, Red Oak Preserve, LLC; an entity created for the purpose of owning real estate located in Ellis County, TX, as of 9/01/2024; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-26 |
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