Principal® Financial Network of Cedar Valley
The World Health Organization declared the COVID-19 outbreak a global pandemic. We want to take this opportunity to share our plan to protect you as our customer, our financial professionals, and employees.
Our office has implemented a work from home policy for the immediate future. We are checking our voicemail frequently throughout the business day so you can be assured a prompt response to any questions you have. Thank you and take care of yourselves and others.
For more information, check out information on managing the uncertainty.
The Principal® Financial Network of the Cedar Valley is a client-focused financial services organization working with businesses and individuals to help them establish priorities and develop strategies to achieve financial success.
Our financial services professionals will work closely with you on a consultative needs-based approach to identify your financial goals and priorities. With the support of Principal® behind us, we'll help you find solutions that will help you reach those goals.
Working with us
If you’re interested in working with us as a financial professional, we’ll provide you a professional and supportive environment that helps you build your knowledge and skills. Learn more about what it’s like to work with us and meet our management team.
See our office locations & financial professionals
If you’re looking for a financial services product, we can help you find a local financial professional at Principal® to discuss your financial needs, as well as purchase life insurance, annuities, securities and investments.
See a list of financial professionals in the Cedar Valley to contact one directly.
Our alliances & associations
Chambers of Commerce
- Cedar Rapids
- Dubuque
- Iowa City
- Mason City
- Quad Cities
Do you want to make a difference and help others solve problems? We do too. That’s why we want to talk to you about your future with Principal. Whether you’re just getting started or ready to move your business in a new direction, we’ve got your back.
An inclusive culture and tools to build your career
The one thing we have in common is that each of us is different. That’s why we seek diversity in the people we hire. Our inclusion extends to the way we do business with a flexible work culture. That may mean you want to focus on a specific market, be a solo practitioner or join a team. No matter what you choose, we’re here to give you the right tools to build your confidence and help you succeed.
Meet the management team
Now that you know a little about us, we’d like to tell you about the amazing folks you’ll be working with.
Clint Hinderaker - Regional Managing Director
As Regional Managing Director, Clint is responsible for building a dynamic environment focused on helping community partners, financial professionals, and benefits firms enhance their collective potential. Clint has 17 years of industry experience and is actively involved in his community. He is the President of the National Association of Insurance and Financial Advisors (NAIFA) Iowa City and is the past President for NAIFA Iowa. Clint also volunteers for the Iowa Children's Miracle Network, and at the Special Olympics Mid-Winter Games in Iowa City. In his personal time, Clint and his wife, Rachel enjoy spending time with their three daughters. They reside in Tipton, IA.
Contact information
319-339-4182
hinderaker.clint@principal.com
Connect with me on LinkedIn
Jeff Ulferts, ChFC®, CLF, LUTCF - Managing Director
Jeff is responsible for the professional development of our financial professionals. He is passionate about educating and training our financial professionals, assisting them on joint work, case consultation, and coaching to build skills. Jeff has over 25 years of industry experience. He is active in the community of Cedar Rapids and enjoys spending time with his wife, Angie.
Contact information
319-362-2149
ulferts.jeff@principal.com
Suzie Daggett - Marketing Launch Consultant
Suzie brings over 18 years of industry experience to our organization. She specializes in providing high quality marketing support. She has a broad knowledge of Principal products and new business processes, as well as years of customer service experience with both clients and financial professionals.
Suzie received her B.A. in French and International Business Certificate from the University of Iowa. She loves to travel and has been to 35+ countries. She enjoys live music/theater, cultural events and spending time with friends and family.
Contact information
515-246-4983
daggett.suzie@principal.com
Ellen Brill - Recruiting Support Coordinator
Ellen brings six years of experience in the insurance and financial services industry to our organization. She has a background in recruiting support and assisting financial professionals in their practices. In her role, Ellen strives to create the best possible experience for financial professionals joining Principal while in the recruiting process.
Ellen hails from Minnesota and is a graduate of the University of Minnesota – Twin Cities. In her spare time, she is a youth volleyball coach and mom to Olivia and Vincent. She loves the summer and spending time at the lake with her family.
Contact information
515-235-9106
brill.ellen@principal.com
Interested in meeting with a financial professional near you? Great! Check the list below to see who’s available in your area and learn more.
Cedar Rapids, Iowa office
200 Second Avenue SE
Cedar Rapids, IA 52401
319-362-2149
Directions to the Cedar Rapids office
| Tyler Auman auman.tyler@principal.com 319-362-2149 Connect with me on LinkedIn | Clint Hinderaker hinderaker.clint@principal.com 319-339-4182 Connect with me on LinkedIn |
| Mike Benninghoven, LUTCF benninghoven.mike@principal.com 319-754-4696 320 N 3rd Street, Suite 419 Burlington, IA 52601 | Brent Hinerichsen, ChFC®, LUTCF hinerichsen.brent@principal.com 515-344-0708 726 7th Street SW Dyersville, IA 52040 Connect with me on LinkedIn |
| Kelly Christensen kelly@cdfsfinancialstrategies.com 319-266-6270 2302 W. 1st St, Suite 201 E Cedar Falls, IA 50613 Website | Chris Holthaus holthaus.chris@principal.com 319-984-6924 300 South State St Denver, IA 50622 |
| Eric Dietzenbach eric@dietzenbachfinancial.com 563-379-7216 101 N. Maryville St Calmar, IA 52132 Website | Sophia Joseph, CLTC joseph.sophia@principal.com 319-310-8202 Connect with me on LinkedIn |
| Matt Dietzenbach matt@dietzenbachfinancial.com 563-562-1048 Website | Jeff Kaiden, CFP®, LUTCF kaiden.jeff@principal.com 319-362-2149 Connect with me on LinkedIn |
| Matthew Driscoll*, CFP®, ChFC®, LUTCF matt@cdfsfinancialstrategies.com 319-266-6270 2302 W. 1st St., Suite 201E Cedar Falls, IA 50613 Website | Ken Kintzle, LUTCF, CEA, MBA kintzle.ken@principal.com 319-362-2149 ext 138 Connect with me on LinkedIn |
| Jeff Ellingson, CLU®, LUTCF ellingson.jeff@principal.com 563-382-4008 328 Washington St Decorah, IA 52101 | JD Klopfenstein, FSCP klopfenstein.jd@principal.com 319-339-4191 Connect with me on LinkedIn Website |
| Angie Etscheidt, MBA etscheidt.angie@principal.com 319-730-1033 Connect with me on LinkedIn | Steve Odegaard, CFP®, CLU®, ChFC® odegaard.steven@principal.com 319-362-2149 Connect with me on LinkedIn |
| Bill Feller, JD bill@fellerandassociates.com 641-330-1250 120 N Main Street Charles City, IA 50616 Website | Jon Pipho jon.pipho@oneotafinancial.com 563-382-1259 517 W. Water Street Decorah, IA 52101 |
| Erich Feller erich@fellerandassociates.com 605-651-2029 120 N Main Street Charles City, IA 50616 Website | Ryan Rausch rausch.ryan@principal.com 641-394-6604 7 East Main St New Hampton, IA 50659 |
| Nick Gabriel, FSCP gabriel.nick@principal.com 319-325-5559 4901 University Ave., Ste E Cedar Falls, IA 52205 | David E. Traut traut.david@principal.com 319-362-2149 ext 133 Connect with me on LinkedIn |
| Mike Gary, ChFC® mikegary@fellerandassociates.com 319-362-2149 Website | Jeff Ulferts, CLF®, LUTCF ulferts.jeff@principal.com 319-362-2149 ext 118 Connect with me on LinkedIn |
| Doug Havel, LUTCF havel.doug@principal.com 319-362-2149 x125 Connect with me on LinkedIn | Brent Willis willis.brent@principal.com 641-231-1332 111 West State Street Mason City, IA 50401 Connect with me on LinkedIn |
| Joshua Herbst herbst.joshua@principal.com 563-599-2696 1896 Hummingbird Dr. Dubuque, IA 52002 Connect with me on LinkedIn |
Coralville, Iowa office
210 5th Street, Unit 103
Coralville, IA 52241
Directions to the Coralville office
| Bob Castle bob@castlefinancialservicesinc.com 319-248-1673 | Alec T. Sindelar sindelar.alec@principal.com 402-750-9651 Connect with me on LinkedIn |
| Kevin Castle, CLU®, ChFC® kevin@castlefinancialservicesinc.com 319-248-1673 Connect with me on LinkedIn | Mike Walsh mike@fellerandassociates.com 319-248-1673 Website |
| Devon Inman, ChFC®, CFP® inman.devon@principal.com 319-339-4185 Connect with me on LinkedIn | Ben Wellendorf wellensorf.ben@principal.com 712-790-0583 Connect with me on LinkedIn |
| Gerianne Schaefer gerianne@eagleinvestmentservices.com 319-358-2142 124 N First Avenue Iowa City, IA 52245 | Dan Woessner, FSCP woessner.dan@principal.com 319-354-2114 Connect with me on LinkedIn |
| Paul Schaefer paul@eagleinvestmentservices.com 319-358-2142 124 N. First Avenue Iowa City, IA 52245 |
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The Financial Professionals in the Principal® Financial Network of Cedar Valley are licensed in IA, to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advice.
This site is not a solicitation of interest in any of these products in any other state.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800-247-1737, member SIPC. Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.
* Non-securities registered; insurance licensed financial professional
Important Consumer Information: Financial Professionals of Principal Securities who are part of the Principal® Financial Network of the Cedar Valley may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities 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 or she represents, contact your state securities law administrator.
The Financial Professionals of Principal Securities are licensed in a number of states to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities and advisory registered in a number of states This site is not a solicitation of interest in any of these products in any other state.
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 71161.