William Braden Stephens

Current Employers

Employment History

• 07/1998 → Present
  Principal Life Insurance Company
  Butler, MO
• 07/2019 → Present
  Stephens / Heffner Financial Partners
  Butler, MO
• 03/2016 → Present
  Principal Securities Inc
  Butler, MO
• 03/2021 → 05/2022
  Union Financial
  Butler, MO

Other Businesses

***Outside Insurance; Investment Related; ; Sales and service of fixed life insurance and disability insurance through various carriers; ; Start Date: ; 1 hrs per month; during trading hours. ***B Stephens LLC; Not Investment Related; ; Own Commercial Office Building; ; Start Date: ; na hrs per month; during trading hours. ***Butler R-V School Board; Not Investment Related; ; President; ; Start Date: ; na hrs per month; during trading hours. ***Fixed Insurance; Investment Related; ; Medical; ; Start Date: ; na hrs per month; during trading hours. ***Now Industries LLC; Not Investment Related; Butler, MO; Owner/Board Member; Part owner and board member of start up internet web design corporation. Attend board meetings to review performance of LLC and provide input. 5 total board members.; Start Date: 01/01/2021; 4 hrs per month; 0 during trading hours. ***MEDICARE SUPPLEMENTS POSITION: Manager NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2024 ADDRESS: 100 Sunset View Drive, Butler MO 64730, United States DESCRIPTION: Jason Heffner and I, co-managers, are establishing this LLC to run our health insurance and Medicare supplement sales through.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-22
• S63 Uniform Securities Agent State Law Examination
  1997-10-10

Designations

Other Names

• Brad Stephens