Annuity

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, CA, FL, IA, ID, IL, KS, LA, MI, MN, MO, NC, ND, NE, OH, OK, PA, SC, TX, UT, VA, and WA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Principal Securities, Inc. in AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, AND WA.

CA License No. 0M71762

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

CA License No. 0H73706

Deb Fehl is licensed in AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MI, MN, MO, NC, NE, NJ, OH, OK, OR, PA, SC, TN, TX, UT, and VA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Principal Securities, Inc. in AK, AR, AZ, CA, FL, IA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NY, OH, PA, SD, TX, VA AND WA.

CA License No. 0M65565

Kolton Knox is licensed in AR, AZ, FL, IA, IL, IN, KS, MO, MS, NE, NH, PA, SD, and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Principal Securities, Inc. in AR, CA, CO, FL, GA, IA, IL, IN, KS, KY, MN, MO, NE, NH, NV, OH, OK, OR, SD, TX, VA, AND WI.

Brett Miller is licensed in AZ, ID, KS, and MO to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and investment advisory services through Principal Securities, Inc. in AZ, CA, IA, KS, MO, SD, AND TX.

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

IMPORTANT CONSUMER INFORMATION: Stephens Heffner Financial Partners 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 Stephens Heffner Financial Partners 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., Member SIPC.  Principal National, Principal Life, the Preferred Product Network and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.  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 Representative, Financial Advisor. Deb Fehl, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Advisor Representative. Kolton Knox, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Advisor Representative. Brett Miller, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Investment Adviser Representative. Stephens Heffner Financial Partners is not an affiliate of any company of the Principal Financial Group.

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.