Broker Check

Licensing

Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.

We have individuals licensed to sell insurance products in the following jurisdictions:
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

We have individuals registered to offer securities in the following jurisdictions:
AZ, CA, CO, NM, NY.

Bill Burger CA Insurance License #0K42794, domiciled in CA
Adam Cretti CA Insurance License #0I08018, domiciled in CA
Nick Ewen CA Insurance License #0H89906, domiciled in CA
Jimmy Fuentes CA Insurance License #0M09147, domiciled in CA
Robert Funk CA Insurance License #0H90320, domiciled in CA
Saundra Gattie CA Insurance License #0H48017, domiciled in CA
Aleks Glebov CA Insurance License #0D13354, domiciled in CA
Sarah Hashimi CA Insurance License #0L67761, domiciled in CA
Sean Jaw CA Insurance License #0L81379, domiciled in CA
Garrett Kaltenbach CA Insurance License #0M46217, domiciled in CA
Geoff Kaltenbach CA Insurance License #0B06906, domiciled in CA
Greg Kaltenbach CA Insurance License #0B62181, AR insurance license 2251733, domiciled in CA
Brett Laddusaw CA Insurance License #0I91370, domiciled in CA
Jason Mangold CA Insurance License #0L15589, domiciled in CA
Kevin Messenger CA Insurance License #0F37743, domiciled in CA
Ryan Nau CA Insurance License #0F94692, domiciled in CA
Nicolas Radke CA Insurance License #0B06393, domiciled in CA
Tommy Reyes CA Insurance License #0I14587, domiciled in CA
Frank Riddle CA Insurance License #0B57083, domiciled in CA
Keegan Rowe CA Insurance License #0M35944, domiciled in CA
Lisa Sakai CA Insurance License #0H71367, domiciled in CA
Peter Smith CA Insurance License #0F81360, domiciled in CA
Eric Trost CA Insurance License #0C83934, domiciled in CA
Dung Vu CA Insurance License #0L50221, domiciled in CA
Chris Whalen CA Insurance License #0F27157, domiciled in CA