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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-15 |
| IA | RA | APPROVED | 2006-04-04 |
Branch Locations
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities | Des Moines | IA | 02/2006 | Present |
| Principal Life Insurance | Des Moines | IA | 02/2006 | Present |
**OUTSIDE INSURANCE, LTC, FIXED LIFE & ANNUITIES, 12/19/13. MEDICARE SUPPLEMENT/ HEALTH INSURANCE POSITION: KHI Solutions NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/08/2022 ADDRESS: 6701 Westown Parkway, Ste 200, West Des Moines IA 50266, United States DESCRIPTION: KHI solutions provides Medicare supplement, Medicare Advantage and assistance with ACA plans. I would partner with them through a referral process. They would recommend solutions and do all client facing work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-15 |
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