Joshua Jeffrey Kistner

Current Employers

Employment History

• 07/2017 → 05/2022
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 03/2014 → 07/2017
  Bruce Doyle State Farm
  Columbia, IL
• 05/2022 → Present
  Principal Life Insurance Company
  Des Moines, IA
• 06/2022 → Present
  Principal Securities Inc
  Des Moines, IA
• 07/2024 → Present
  Principal Advised Services
  Des Moines, IA

Previous Registrations

• 2017-09-26 → 2022-05-24
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Other Businesses

**GKW LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 4802 Forder Oaks Ct, Saint Louis MO 63129, United States DESCRIPTION: The OBA will be an LLC where investment real estate is looking to be purchased, then rented out for passive income. I will be a part owner of the LLC and responsibilities include being a landlord for tenants and upkeep of the properties. There will be no products sold and the customers would entail people looking to rent a house to live in. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **PRINCIPAL BANK POSITION: AVP- Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/31/2022 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2017-09-26

Other Names

• Joshua Kistner
• Josh Kistner