Toni Stone - Retirement Plan Account Executive
Phone: 319-363-2509, Ext 197 Toni Stone joined Strategic Financial Solutions January 3rd 2012, and comes to us with over 12 years of corporate retirement plan experience. She spent the first 10 years of her career working for the Principal Financial Group® in Des Moines as a Client Service Associate, Training Associate, and Senior Client Service Coordinator. Toni has extensive training via the Pension Business School at the Principal Financial Group and has worked with numerous retirement plans including Corporations, Non For Profits, Non-Qualified and Qualified plans. Toni will be working to actively drive ongoing implementation of the Strategic Financial Service Model for our retirement plan clients. She will participate in everything from scheduling and preparation of Fiduciary Reviews to employee education as well as interaction and troubleshooting with plan sponsors and participants. Toni is excited to put her strong customer service skills to use to enhance the overall participant and plan sponsor experience. Toni will be pursuing her Series 6 and 63 Securities Registrations.  About Us
|
||
|
Larry Witzel is licensed in AK, AZ, CO, DE, FL, IA, IL, IN, LA, MA, MI, MN, MO, NC, OH, TN, TX, UT, WA, and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AK, AZ, CA, CO, FL, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NJ, NM, NV, OH, PA, TN, TX, UT, WA, and WI and adviser registered in IA. Bert McClintock is licensed in DE, IA, MO, NC, and TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NC and adviser registered in IA. Gabe Rohwedder is licensed in IA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IA, IL, MO, and NY and adviser registered in IA. This site is not a solicitation of interest in any of these products in any other state. IMPORTANT CONSUMER INFORMATION: Larry Witzel, Bert McClintock, and Gabe Rohwedder 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 Larry, Bert or Gabe 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 Princor Financial Services Corporation, 800/247-1737, member SIPC. Principal National, Principal Life, the Preferred Product Network and Princor® are members of the Principal Financial Group®, Des Moines, IA 50392. Larry Witzel, Bert McClintock, and Gabe Rohwedder, Principal National and Principal Life Financial Representatives, Princor Registered Representatives, and Financial Advisors. Strategic Financial Solutions is not an affiliate of any company of the Principal Financial Group®. |
||