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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-04 |
Branch Locations
323 Washington Ave N Ste 200, Minneapolis, MN 55401 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | St Paul | MN | 08/1983 | 06/2019 |
| Principal Life Insurance Co | Des Moines | IA | 07/1998 | 06/2019 |
| Mutual Advisors, Llc. | Omaha | NE | 06/2019 | Present |
| Mutual Securities, Inc | Camarillo | CA | 06/2019 | Present |
1. Richard Koch - Insurance Agent for Life, Disability and Long Term Care, Start Date: 1970's, 323 N Washington Ave, Ste 200, Minneapolis, MN 55401, Sole Proprietor, Insurance Sales, Senior Agent, Sell life, disability, and long term care insurance to individuals and groups, Not Investment Related, 10 hours per month, 0 hours per day during trading hours. 2. Grey Fox Financial Partners, LLC., Start Date: 08/24/2015, 323 Washington Ave. N, Ste. 200, Minneapolis, MN 55401, Independent Contractor, Pass through from Mutual, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-11-16 |
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