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AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.

William Braden Stephens is licensed in AR, AZ, IA, KS, LA, MO, MI, OK, OH, TX, and VA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AR, AZ, IA, KS, LA, MO, MI, OK, OH, TX, and VA and advisor registered in LA, MO and TX.

Jason Heffner is licensed in AL, AK, AZ, AR, CA, CO, CT, DE, FL , GA, HI, IL, IN, IA, KS, KT, LA, ME, MI, MN, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in  AL, AK, AZ, AR, CA, CO, CT, DE, FL , GA, HI, IL, IN, IA, KS, KT, LA, ME, MI, MN, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, and WI. 

Kolton Robert Knox is licensed in CA, CO, FL, IA, KS, MO, NE, SD and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, CO, FL, IA, KS, MO, NE, SD and TX.

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

IMPORTANT CONSUMER INFORMATION: Brad Stephens may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Brad that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment 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 he represents, contact your state securities law administrator.  

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC.  Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.  Stephens Heffner Financial Partners is not an affiliate of any company of the Principal Financial Group. Brad Stephens, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.  Jason Heffner, Principal National and Principal Life Financial Representative, Principal Securities Registered Represenative, Financial Advisor. Kolton Knox, Principal National and Principal Life FInancial Representative, Principal Securities Registered Representative, Investment Advisor Representative. 

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.