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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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Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch 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 AR, AZ, CA (CA Insurance License #4299446), CO, FL, IA, IL, KS, MA, MI, MN, MO, NC, NE, NV, OH, PA, TX, VA and WI  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 AR, AZ, CA, CO, FL, IA, IL, IN, KS, MA, MN, MO, NC, NE, NV, OH, OK, OR, TX, VA, WA and WI.

Alec Sindelar is licensed in CA (CA Insurance License #4332472), CO, FL, IA, IL, MN, NC, ND, NE, OR, PA, VA and WI  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 AZ, CA, CO, CT, FL, GA, IA, KS, MD, MI, MN, MO, NC, NE, NY, TX 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 Alec Sindelar 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 JD Klopfenstein or Alec Sindelar 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.  JD Klopfenstein and Alec Sindelar, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Legacy Wealth Management 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.

 

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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