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Teal Financial Services, LLC
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      • Scott Williams, MBA
      • Teal Anderson Williams, CFP®
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Teal Financial Services, LLC

Customer Service

  • Retirement Services

  • Annuity Service

  • Life Service

  • Disability Income Insurance

  • Executive Benefits

Principal Securities Form CRS Customer Relationship Summary

Teal Williams is licensed in AZ, CO, IA, KS, MO, OH and OK to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in IN, KS, MO, NY, OK and TX and adviser registered in KS.

Scott Williams is licensed in AL, CA, CO, IA, KS, MI, MO, OH, OK, SC & VA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in CA, CO, IA, KS, MO, OK, SC & VA and adviser registered in KS.

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

IMPORTANT CONSUMER INFORMATION: Teal Williams and Scott Williams may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Teal and Scott 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 advisor, BD agent or IA representative or any financial institution she represents, contact your state securities law administrator.

Scott Williams offers insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., 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, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. Scott Williams, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.  Teal Financial Services, LLC is not an affiliate of any company of Principal Financial Group.

Insurance offered through many fine carriers. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC, Des Moines, IA 50392. Teal Williams, Principal Securities Registered Representative, Financial Advisor. 

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