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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-15 |
| WI | RA | APPROVED | 2023-09-26 |
Branch Locations
N3989 Washington Ave Ste 3, Freedom, WI 54130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox Valley Farm Management Assoc | Appleton | WI | 06/1994 | 07/2023 |
| Principal Life Insurance Company | Freedom | WI | 07/2023 | Present |
| Principal Securities Inc | Freedom | WI | 07/2023 | Present |
| Farmstead Financial Llc | Freedom | WI | 10/2023 | Present |
RENTAL PROPERTY POSITION: Part Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: N32224 Section Line Rd, Kaukauna WI 54130, United States DESCRIPTION: VRBO of beach house rental property. 1/2 owner in a joint tenancy with my daughter. FARMSTEAD FINANCIAL, LLC POSITION: Owner NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2023 ADDRESS: N32224 Section Line Rd, Kaukauna WI 54130, United States DESCRIPTION: 1/3 owner of Farmstead Financial LLC with Jared Gonnering 1/3 owner and Colin Verhasselt 1/3 owner. FARMSTEAD FINANCIAL LLC POSITION: Owner NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 07/17/2023 ADDRESS: N32224 Section Line Rd, Kaukauna WI 54130, United States DESCRIPTION: Tax and accounting services under the title of Enrolled Agent. INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/19/2023 ADDRESS: N32224 Section Line Rd, Kaukauna WI 54130, United States DESCRIPTION: Sales of fixed products from various vendors to include fixed life, fixed annuities, disability, long term care, health, medical, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-25 |
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