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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-28 |
| WI | RA | APPROVED | 2025-09-10 |
Branch Locations
1421 N Broadway Ste 113, Menomonie, WI 54751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Onalaska | WI | 06/2021 | 06/2023 |
| Festival Foods | La Crosse | WI | 09/2020 | 06/2021 |
| Yakesh Roofing | Eau Claire | WI | 03/2020 | 08/2020 |
| Panera Bread | Onalaska | WI | 11/2019 | 03/2020 |
| Yakesh Roofing | Eau Claire | WI | 05/2019 | 11/2019 |
| University Of Wisconsin La Crosse | La Crosse | WI | 09/2018 | 05/2019 |
| Menomonie Parks Department | Menomonie | WI | 05/2018 | 09/2018 |
| University Of Wisconsin La Crosse | La Crosse | WI | 09/2017 | 05/2018 |
| Menomonie High School Fieldhouse | Menomonie | WI | 06/2015 | 08/2017 |
| Bankers Life Securities, Inc | Onalaska | WI | 01/2023 | 06/2023 |
| Heartland Retirement Group | Eau Claire | WI | 06/2023 | 06/2025 |
| Principal Life Insurance Company | Menomonie | WI | 06/2025 | Present |
| Principal Securities, Inc. | Menomonie | WI | 06/2025 | Present |
FIXED INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/15/2025 ADDRESS: 1421 Broadway St N, Suite 113, Menomonie WI 54751, United States DESCRIPTION: Sales of fixed products to include fixed annuities, fixed life, DI, LTC, group benefits, and health & medical.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2025-08-26 |
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