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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veterans Liberty Center Of Iowa City | Iowa City | IA | 02/2016 | 02/2024 |
| Strellner Agency Group | Cedar Rapids | IA | 01/2015 | 02/2024 |
| Signator Investors, Inc. | Coralville | IA | 05/2016 | 02/2024 |
| Strategic Growth Partners, Llc | Amana | IA | 08/2022 | 02/2024 |
| Principal Life Insurance Company | Tiffin | IA | 02/2024 | Present |
| Principal Securities, Inc. | Tiffin | IA | 02/2024 | Present |
| Green State Insurance | Iowa City | IA | 06/2017 | 08/2022 |
**FIXED INSURANCE POSITION: Financial Representative NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 20 START DATE: 05/16/2024 ADDRESS: 1059 Longview Dr., Suite A, Hiawatha IA 52233, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **CLIPPER SOFTBALL CLUB POSITION: Coach NATURE: Volunteer Softball Coach- INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: P.O. Box 134, Tiffin IA 52340, United States DESCRIPTION: Volunteer coach CCA Clipper Softball team. **NO FOOT TOO SMALL POSITION: Board Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 1150 5th St., Suite 152, Coralville IA 52241, United States DESCRIPTION: Board Chair oversees the organizations executive committee and board of directors. Responsible for approving annual budget and driving annual results through supervising of the CEO. **STRATEGIC GROWTH PARTNERS, LLC POSITION: CEO founder NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: 3360 Southridge Dr., Amana IA 52203, United States DESCRIPTION: M&A and consulting work for banks, credit Unions and real estate firms. **P&C NCUIA POSITION: Co-founder NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 3360 Southridge Dr, Amana IA 52203, United States DESCRIPTION: NCUIA is a national credit union service organization that helps credit union members find home and auto insurance with various carriers. There are no securities related activities being conducted. I am not a producer, only a co-founder.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-20 |
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