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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-15 |
| WI | RA | APPROVED | 2022-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 01/2022 |
| Classical Restaurants Ltd. | Cross Plains | WI | 02/2013 | 11/2017 |
| Principal Securities Inc | Neenah | WI | 01/2022 | Present |
| Principal Life Insurance Company | Neenah | WI | 01/2022 | Present |
| Synergy Advisory Group | Neenah | WI | 02/2022 | Present |
| Union Financial Inc. | Neenah | WI | 05/2024 | Present |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 04/14/2022 ADDRESS: 711 Deerwood Ave, Suite B, Neenah WI 54956, United States DESCRIPTION: Sales of fixed annuities, fixed life, DI, LTC, group benefits, health insurance, med supplement through various carriers. **NEENAH LUTHERAN SCHOOL POSITION: General Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2025 ADDRESS: 410 Oak Street, Neenah WI 54956, United States DESCRIPTION: Position Summary-The General Board for Neenah Lutheran School functions to represent the member congregations and to plan the strategy and continuing vision for the school. The General Board provides guidance and oversight to the School Board, which it elects. The General Board serves to ensure that Neenah Lutheran School continues to carry out it's CORE VALUES and CORE FOCUS on a continuing basis, with a vision for the next 6 years.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-29 |
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