Kimberly Jean Roethel

Current Employers

Employment History

• 06/2022 → Present
  Principal Life Insurance Company
  Oostburg, WI
• 06/2022 → Present
  Principal Securities Inc
  Oostburg, WI
• 02/2022 → 06/2022
  Self Employed
  Oostburg, WI
• 12/2010 → 02/2022
  Fox World Travel
  Sheboygan, WI
• 11/2020 → 06/2022
  Herbalife
  Sheboygan, WI
• 12/2023 → Present
  Roethel Financial
  Oostburg, WI

Other Businesses

**FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/28/2022 ADDRESS: 933 Center Ave, Oostburg WI 53070, United States DESCRIPTION: Sales of fixed insurance such as fixed life, fixed annuities, health, medical, long term care, disability and employee benefits **HERBALIFE NUTRITION POSITION: Herbalife Nutrition NATURE: Herbalife Nutrition INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 3420 S 12th St, Sheboygan WI 53081, United States DESCRIPTION: Member of Herbalife, buying & distributing products **ENDLESS EXPLORATIONS/LAMACCHIA JETSTREAM POSITION: Travel Agent NATURE: Travel Agent INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 3420 S 12th St, Sheboygan WI 53081, United States DESCRIPTION: Researching and booking travel for friends and family. Travel to include all inclusive vacations, cruises, guided tours. **RANDALL ROETHEL POSITION: Administration NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 06/01/2022 ADDRESS: 933 Center Ave, Oostburg WI 53070, United States DESCRIPTION: Providing administrative support to Randall Roethel and his existing clients

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-10
• S63 Uniform Securities Agent State Law Examination
  2022-07-29