Wesley Upah

Current Employers

Employment History

• 01/2022 → 11/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2019 → 11/2022
  State Bank Of Toledo
  Toledo, IA
• 09/2012 → 05/2022
  South Tama Community School
  Tama, IA
• 11/2022 → Present
  Principal Life Insurance Company
  West Des Moines, IA
• 11/2022 → Present
  Principal Securities Inc
  West Des Moines, IA

Other Businesses

**INSURANCE POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 01/17/2023 ADDRESS: 6701 Westown Pkwy, West Des Moines IA 50266, United States DESCRIPTION: Group Insurance; Life, DI, Dental, Vision, Health **INSURANCE POSITION: Financial Advisor NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 01/17/2023 ADDRESS: 6701 Westown Pkwy, West Des Moines IA 50266, United States DESCRIPTION: Fixed Insurance; Life, Disability Income, Medical, LTC, Annuities **WES UPAH/ REALTOR POSITION: Real Estate Agent NATURE: Real Estate Sales/Broker INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 203 S Ann St Toledo, IA 52342, Toledo IA 52342, United States DESCRIPTION: Listing and selling real estate **WES UPAH- REAL ESTATE POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 203 S Ann St Toledo, IA 52342, Toledo IA 52342, United States DESCRIPTION: Managing the rental of self storage units, by renting out to empty units and record-keeping to ensure everyone is paying. **N/A POSITION: Owner NATURE: Lawn Care Business INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 203 S Ann St, Toledo IA 52342, United States DESCRIPTION: Owner operator running a small lawn mowing business in Tama/Toledo area. **BIDWELL FAMILY PARTNERSHIP LLC POSITION: Member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2025 ADDRESS: 203 S Ann St, Toledo IA 52342, United States DESCRIPTION: Entity was established to hold farmland in a partnership of family members. operations on the land include cash rent and the LLC farming certain fields. **BRIAN DOYLE FARMS POSITION: Farm Hand NATURE: Seasonal Farm Help INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2025 ADDRESS: 203 S Ann St, Toledo IA 52342, United States DESCRIPTION: Farm work running tractor in the fall during harvest.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21