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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-05 |
| MN | RA | APPROVED | 2019-06-03 |
Branch Locations
323 Washington Ave N Ste 200, Minneapolis, MN 55401 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Burnsville | MN | 01/1987 | 06/2019 |
| Princor Financial Services Corporation | Burnsville | MN | 01/1987 | 06/2019 |
| Mutual Advisors, Llc. | Omaha | NE | 06/2019 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 06/2019 | Present |
1. Michael Follese Insurance Sales, Start Date: 06/03/2019, 36234 Tamarack Ln, Crosslake, MN 56442, Sole Proprietor, Independent Insurance Sales Life, Health, Dental, Owner, Sell life/health Insurance for individuals and groups, Not Investment Related, 40 hours per month, 2 hours per day during trading hours. 2. Grey Fox Financial Partners, LLC., Start Date: 08/24/2015, 323 Washington Ave N, Ste. 200, Minneapolis, MN 55401, LLC, Administrative Operations, Independent Contractor, Pass through from Mutual, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-06 |
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