Andrew David Widman

Current Employers

Employment History

• 02/2015 → Present
  Principal Life Insurance Company
  Overland Park, KS
• 03/2016 → Present
  Principal Securities Inc
  Overland Park, KS

Previous Registrations

• 2012-11-16 → 2015-01-30
  Pruco Securities, Llc.
  St. Louis, MO

Other Businesses

**Gift Of Life KC; Not Investment Related; Overland Park, KC; Co-Chair; Co-Chair of Gift of Life annual fundraiser called Go See Do. I will be in charge o finding auction items, volunteers, and sponsors for the event. No soliciting of any clients.; Start Date: 08/15/2019; 3 hrs per month; 0 during trading hours. **Fixed Insurance; Investment Related; Overland Park, KS; Agent; Life, health, fixed annuities, LTC, DI, Health; Start Date: 03/01/2020; 2 hrs per month; 2 during trading hours. **P & C INSURANCE POSITION: Rep NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2022 ADDRESS: 11101 Switzer Rd, Suite 100, Overland Park KS 66210, United States DESCRIPTION: I will be appointed to sell property and casualty products through In The Game Insurance Services. I will not be doing day to day operations or service. I will spend 1 hour weekly on this OBA. **GIFT OF LIFE KC POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 6405 Metcalf Avenue, Building #3 Suite 109, Overland Park KS 66202, United States DESCRIPTION: Board member for Organ Donation educational organization. Will be on the committee for event planning including their annual Life Saver Rally, Go See Do fund raiser and golf tournament, **GIFT OF LIFE KC POSITION: Vice President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 6405 Metcalf Ave, Building #3 Suite 109, Overland Park KS 66202, United States DESCRIPTION: Vice President of Board/Board member for organ donation educational organization. Member of Program committee and Board Development committee. **MIDWEST TRANSPLANT NETWORK POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 1900 W 47th Place, Westwood KS 66205, United States DESCRIPTION: 1. Fiduciary - dedication and duty of trust/loyalty to the organization 2. Attendance at meetings - quarterly (March, June, September, December) 3. As requested, participation on a committee - optional and rotating memberships 4. Organ and Tissue Donation Advocate - promotion on social media, etc. 5. Contributing to the mission, No financial contributions. 6. Membership on board of Green Ribbon Legacy - 501c3 supporting organization. Meetings held 2-4/year following Governing Board meeting. **SEVEN FORTY FIVE, LLC POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 11101 Switzer RD, Suite 100, Overland Park KS 66210, United States DESCRIPTION: Formed an LLC for tax purposes with my CPA. I do not use this LLC as a DBA. **ST. LUKE'S FOUNDATION POSITION: Heartland Gala Committee Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2025 ADDRESS: 901 W 104th St, Suite 100, Kansas City MO 64114, United States DESCRIPTION: I will serve on a committee to plan and help raise money for St. Luke's Foundation at their Heartland Gala that will take place Nov 1, 2025.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-30
• S63 Uniform Securities Agent State Law Examination
  2006-04-21

Other Names

• Andy David Widman