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Brett M
Series 66
Butler, MO
Principal Financial Services
Brett Miller is a financial advisor with Principal Financial Services, holding a Series 66 designation and five years of industry experience. Prior to joining Principal, he worked at Citizens Bank from 2016 to 2021. Miller also holds an outside insurance agent position, providing fixed insurance products including life, disability, long-term care, and group benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm provides financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.
William S
ChFC®, Series 63, Series 65
Butler, MO
Principal Financial Services
William Stephens is a financial advisor with Principal Financial Services in Butler, MO, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience, with prior roles at Union Financial and Stephens / Heffner Financial Partners. Outside of advising, Stephens serves as president of the Butler R-V School Board, is a board member of the Butler RV Education Foundation, owns a gym, and participates in several business ventures including a startup internet web design company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Drake S
Series 66
Butler, MO
Principal Financial Services
Drake Stephens is a financial advisor at Principal Financial Services with a Series 66 designation and one year of industry experience. Prior to joining Principal, he was with Stephens Heffner Financial Partners and has experience working with organizations including the Kansas City Zoo and Aquarium and the Missouri Department of Conservation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
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