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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2002-12-16 |
Branch Locations
1650 Hallie Rd, Chippewa Falls, WI 54729 • United States
Chippewa Falls, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Chippewa Falls | WI | 12/2002 | Present |
| Employers Benefit Group Llc | Altoona | WI | 07/2006 | 10/2021 |
FIXED INSURANCE, LIFE, MEDICAL, DI, ANNUITIES, LTC GROUP INSURANCE, 8/4/15. INSURANCE POSITION: AC&G Insurance and Investments, LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 04/06/2023 ADDRESS: 1650 Hallie Rd Suite 2, Chippewa Falls WI 54729, United States DESCRIPTION: Effective 04/06/2023, 100% ownership of AC&G Insurance and Investments, LLC. Products sold, Individual Life, Group Life, Medical (Group & Individual), Dental (Group and Individual), Group STD & LTD, Individual Disability, Fixed Annuities (not index Annuities) and Long Term Care Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-26 |
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