Gregory Charles Burgett

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2010-02-17

WI RA
APPROVED

Since 2010-02-17

Branch Locations

Sheboygan, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Princor Financial Services	Sheboygan	WI	02/2010	Present
Principal Life Insurance Co	Sheboygan	WI	02/2010	Present

02/2010 → Present

Princor Financial Services

Sheboygan, WI
02/2010 → Present

Principal Life Insurance Co

Sheboygan, WI

Previous Registrations

2006-01-06 → 2010-02-10

Robert W. Baird & Co. Incorporated

Sheboygan, WI

Sheboygan, WI

Other Businesses

**OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES AND LONG-TERM CARE INSURANCE THROUGH VARIOUS CARRIERS, 7/27/12. **SHEBOYGAN SYMPHONY ORCHESTRA POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 2 START DATE: 08/30/2024 ADDRESS: 830 N. 8th Street, Sheboygan WI 53081, United States DESCRIPTION: Board Member-Oversee current and future direction of the community Symphony concerts, employment and music activities at the Weill Center for the Performing Arts.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-12-09

S63 Uniform Securities Agent State Law Examination

1991-12-09

View on SEC IAPD