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Steve James Verhasselt

Principal Securities, Inc.

Freedom, WI

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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-15
WI RA APPROVED 2023-09-26
  • TX RA
    APPROVED
    Since 2024-11-15
  • WI RA
    APPROVED
    Since 2023-09-26

Branch Locations

N3989 Washington Ave Ste 3, Freedom, WI 54130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/1994 → 07/2023
    Fox Valley Farm Management Assoc
    Appleton, WI
  • 07/2023 → Present
    Principal Life Insurance Company
    Freedom, WI
  • 07/2023 → Present
    Freedom, WI
  • 10/2023 → Present
    Farmstead Financial Llc
    Freedom, WI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25
Other Names
  • Steve Verhasselt

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