Tyler J Loeffelholz

Current Employers

Employment History

• 02/2022 → Present
  Principal Life Insurance Company
  Holman, WI
• 02/2022 → Present
  Principal Securities, Inc.
  Holman, WI
• 04/2020 → 02/2022
  River Bank
  La Crosse, WI
• 04/2019 → 01/2020
  Union Bank Of Sparta
  Sparta, WI
• 10/2014 → 04/2019
  Jakes Northwood's
  Sparta, WI
• 06/2022 → Present
  United Financial Advisors, Llc
  Holmen, WI

Other Businesses

**FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/11/2022 ADDRESS: 525 McHugh Rd, Holmen WI 54636, United States DESCRIPTION: Sales of fixed products. Three various vendors. Fixed Insurance, fixed annuities, long-term care, disability, medical, health, group benefits. **AMERICAN FINANCIAL EDUCATION ALLIANCE POSITION: Instructor NATURE: Educational Instructor INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/04/2026 ADDRESS: 3827 Creekside Ln, Holmen WI 54636, United States DESCRIPTION: I'll be operating as an Instructor/Chapter President for AFEA. AFEA is a non-profit focused on providing education to individuals on topics such as social security. As an instructor, there is no profit or selling through AFEA. I'd coordinate a postcard mailing with AFEA to fill classes to teach. These classes won't be hosted at my business office. In the class, I'll use AFEA branded presentations, hand-outs, and business cards.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-23