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Legacy Wealth Management

1059 Longfellow Drive, Suite A Hiawatha, IA 52233

Phone:

  • 319-730-1039

Fax:

  • 833-710-0637

E-mail:

  • Klopfenstein.JD@principal.com
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Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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INVESTMENTS

INVESTMENTS

RETIREMENT

RETIREMENT

INSURANCE

INSURANCE

BUSINESS PLANNING

BUSINESS PLANNING

401K

401K

ESTATE PLANNING

ESTATE PLANNING

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JD Klopfenstein is licensed in IL, MI, OH, and IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities and advisory registered in AR, AZ, CA, CO, IL, IA, IN, FL, KS, MN, NC, NE, MO, TX, OH and WI.

Jeff Kaiden is licensed in CO, FL, IA, IL, KS, MN, TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities and advisory registered in, CA, CO, FL, IL, IA, MA, MN, MO, NE, NV, OK, WA, and WI. 

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

IMPORTANT CONSUMER INFORMATION: JD Klopfenstein and Jeff Kaiden may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if (s)he is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by JD and Jeff 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 (s)he represents, contact your state securities law administrator.

Insurance 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.  JD Klopfenstein and Jeff Kaiden, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors.

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.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck