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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-21 |
| TX | RA | APPROVED_RES | 2021-06-17 |
| NE | RA | APPROVED | 2008-02-01 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Elkhorn | NE | 02/2007 | Present |
| Dc Retirement Strategies | Elkhorn | NE | 12/2012 | Present |
| Helix Benefits Group | Elkhorn | NE | 08/2019 | 08/2023 |
| Principal Securities Inc | Elkhorn | NE | 03/2016 | Present |
**Fixed Insurance; Investment Related; Omaha, NE; Agent; LTC, Life, Annuities, Di, Health, Group; Start Date: 02/01/2007; 1 hrs per month; 1 during trading hours. **Cow/Calf Replacement Sales and Purchase; Not Investment Related; Omaha, NE; owner; Purchasing cows with calves. Plan to build herd by selling bull calves and potentially some select cows in the future.3; Start Date: 04/24/2019; 1 hrs per month; 0 during trading hours. **INSURANCE-DC RETIREMENT STRATEGIES (DBA) POSITION: Owner/adviser NATURE: DI, Fee-based Financial Planning, Financial Strategies/Needs Analysis, Group/Health Insurance, Life Insurance/Annuities, Mutual Funds/Securities/VA/VL, Medicare Supplements INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/20/2024 ADDRESS: 18205 Capitol Ave, Suite 300, Omaha NE 68022, United States DESCRIPTION: Greg will be receiving compensation stemming from Medicare Supplement sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-27 |
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