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David Sims is licensed in CO, FL, and TX to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, CO, and TX.

James Waldorf is licensed in TX to offer insurance products including life insurance and annuities.

David Stephenson is licensed in NC and TX to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In MI, OK, and TX.

Danny O'Connell is licensed in FL, IL, MI, OH, and TX to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In CA, NC, and TX.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION:  David Sims, James Waldorf, David Stephenson, and Danny O'Connell may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by  David Sims, James Waldorf, David Stephenson, and Danny O'Connell that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized invest advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative or any financial institution they represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. David Sims, David Stephenson, and Danny O'Connell, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. Ten Talents Wealth Management and Next Level Insurance Agency are not affiliates of any company of the Principal Financial Group®.

​Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.