Steven Mark Handeland

Current Employers

Employment History

• 03/1994 → Present
  Principal Life Insurance Co
  Grand Rapids , MI
• 02/2016 → 06/2023
  Advantage Benefits
  Grand Rapids, MI
• 03/2016 → Present
  Principal Securities Inc
  Grand Rapids, MI
• 08/2021 → Present
  Edge Wealth Management
  Grand Rapids, MI

Previous Registrations

• 2010-03-05 → 2023-10-03
  Principal Securities, Inc.
  Lansing, MI
  Hastings, MI
  Caledonia, MI
  Davison, MI
  Petoskey, MI
  Indian River, MI
  Caledonia, MI
  Hastings, MI
  Grand Rapids, MI
  Chicago, IL
  Grand Rapids, MI
  Lansing, MI
  Vassar, MI
  Grand Rapids, MI

Other Businesses

**Fixed Insurance; Life, Annuities, DI; 09/04/2015 **BURGESS LAKE HOMEOWNERS ASSOCIATION POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 10963 Old Oak Drive, Greenville MI 48838, United States DESCRIPTION: I will become President of my local homeowner's association on 1/1/2022. I will serve on the board with a board treasurer, and a board secretary. We will be having two board meetings per year. The Treasurer will handle all funds (homeowner's dues) and will be the only person allowed to write checks for association. **EDGE WEALTH MANAGEMENT DBA POSITION: Edge Wealth Management NATURE: Fee-based Financial Planning, DI/A@H Insurance, Life Insurance/Annuities, Mutual Funds, Securities, VA/VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2024 ADDRESS: 10963 Old Oak Drive Greenville, Michi, GRAND RAPIDS MI 49512, United States DESCRIPTION: THE DBA IS A FULL-SERVICE WEALTH MANAGEMENT FIRM. PRODUCTS WE UTILIZE: SECURITIES, FEE BASED FINANCIAL PLANNING, FIXED AND VARIABLE ANNUITIES, 401(K) PLAN MANAGEMENT - 3(21) SERVICES, LIFE INSURANCE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-12

Designations

Other Names

• Steve Handeland