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Current Employers
Principal Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-05-06
  • IA RA
    APPROVED
    Since 2024-05-06

Branch Locations

1140 Tall Grass Ave, Tiffin, IA 52340 • 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
OrganizationCityStateFromTo
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
  • 02/2016 → 02/2024
    Veterans Liberty Center Of Iowa City
    Iowa City, IA
  • 01/2015 → 02/2024
    Strellner Agency Group
    Cedar Rapids, IA
  • 05/2016 → 02/2024
    Signator Investors, Inc.
    Coralville, IA
  • 08/2022 → 02/2024
    Strategic Growth Partners, Llc
    Amana, IA
  • 02/2024 → Present
    Principal Life Insurance Company
    Tiffin, IA
  • 02/2024 → Present
    Tiffin, IA
  • 06/2017 → 08/2022
    Green State Insurance
    Iowa City, IA
Other Businesses

**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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-03
S63 Uniform Securities Agent State Law Examination 2012-03-20
  • S66 Uniform Combined State Law Examination
    2024-05-03
  • S63 Uniform Securities Agent State Law Examination
    2012-03-20
Other Names
  • Heath Ray Boeke
  • Heath Boeke

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