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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-29 |
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 Assocation | Appleton | WI | 10/2013 | 07/2023 |
| Farmstead Financial Llc | Freedom | WI | 07/2023 | Present |
| Principal Securities, Inc. | Freedom | WI | 10/2023 | Present |
| Principal Life Insurance Company | Freedom | WI | 10/2023 | Present |
**FARMSTEAD FINANCIAL LLC POSITION: Tax Prep NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 03/27/2024 ADDRESS: N3989 Washington Ave Suite 3, Freedom WI 54130, United States DESCRIPTION: Tax accounting and payroll services **INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 03/27/2024 ADDRESS: W3989 Washington Ave Suite 3, Freedom WI 54913, United States DESCRIPTION: Sales of fixed insurance including fixed annuities, fixed life, DI, LTC, Health, and medical **FARMSTEAD FINANCIAL LLC POSITION: Financial Professional NATURE: Sales and service of Life Insurance/Annuities, mutual funds/securities/VA/VL, tax preparation/Accounting, business consulting, fee based planning, financial strategies and needs analysis INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/16/2024 ADDRESS: N3989 Washington Ave, Freedom WI 54130, United States DESCRIPTION: Life, Annuities, Mutual Funds, Securities, VA's, VL, Financial Strategies, Needs Analysis, Business Consulting, Fee Based Financial Planning, Tax Preparation, and accounting **FARMSTEAD FINANCIAL LLC POSITION: Owner NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/17/2023 ADDRESS: N3989 Washington Ave. Suite 3, Freedom WI 54130, United States DESCRIPTION: I am (1/3) owner of Farmstead Financial LLC. Along with Steve Verhasselt (1/3), and Colin Verhasselt (1/3). A 3 member LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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