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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-17 |
| MI | RA | APPROVED | 2020-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Korthase Flinn | Boyne City | MI | 04/2015 | Present |
| Principal Securities, Inc. | Boyne City | MI | 03/2016 | Present |
| Highstreet Insurance & Financial Services | Petoskey | MI | 01/2026 | Present |
**KORTHASE FLINN INSURANCE & FINANCIAL SERVICES. ROLE: PRESIDENT, HANDLE INCOME TAX PREPARATION FOR APPROXIMATELY 50 CILENTS, OVERSEE ALL ASPECTS OF THE INSURANCE BUSINESS TO INCLUDE GROUP BENEFITS AND PROPERTY & CASUALTY. EFFECTIVE DATE - 9/3/2010. NOT INVESTMENT RELATED. **KF Holdings, LLC; Not Investment Related; 8076 Ridge View Court, Harbor Springs, MI 49740; Owner; Sole member and manager of LLC that owns professional office building.; Start Date: 05/23/2017; 1 hrs per month; 0 during trading hours. **MADCAT Properties, LLC; Not Investment Related; Boyne City, MI; Owner; Owner of LLC that owns office building. LLC receives rental income.; Start Date: 05/15/2019; 0 hrs per month; 0 during trading hours. **Fixed Insurance; Investment Related; Boyne City, MI; Broker; Annuities, Life, DI, LTC, Group Benefits, Health; Start Date: 07/01/2021; 5 hrs per month; 5 during trading hours. **TC55 POSITION: President/Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2017 ADDRESS: 8076 Ridge View Ct, Harbor Springs MI 49740, United States DESCRIPTION: A condominium that is available for short term rental. **MORAN IRON WORKS POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2021 ADDRESS: 11739 M-68, Onaway MI 49765, United States DESCRIPTION: Review project and financial performance, leadership team issues, and strategy. Set 5 year direction for the company and review performance against plans. **PROFESSIONAL SERVICES PLUS, LLC POSITION: Sole Member/Manager NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2021 ADDRESS: 8076 Ridge View Ct., Harbor Springs MI 49740, United States DESCRIPTION: Sole Member/Manager. No product sales. Compensation received as a Moran Iron Works board member is received through this entity. Other minimal consulting performed as a CPA is performed under this entity. **434 E MITCHELL STREET LLC POSITION: Sole Member/Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/27/2023 ADDRESS: 8076 Ridge View Ct., Harbor Springs MI 49740, United States DESCRIPTION: I am the sole member and manager of the LLC. The only business purpose of the LLC is to own the personal property of a defunct restaurant and the corresponding liquor license (currently inactive and in escrow). There is no business operation and eventually the assets will be sold to a restauranteur. **HIGHSTREET INSURANCE & FINANCIAL SERVICES (DBA) POSITION: Highstreet Insurance & Financial Services NATURE: Financial Strategies Life Insurance/Annuities Mutual Funds/Securities/VA/VL Property & Casualty Tax Preparation INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2026 ADDRESS: 327 W. Mitchell Street, Petoskey MI 49770, United States DESCRIPTION: KorthaseFlinn was acquired by High Street Insurance Partners. The company primarily focuses on property, casualty, health, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-26 |
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