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.

Insurance

We have individuals licensed to sell insurance products in the following jurisdictions: AK, AZ, CA, FL, IL, IN, MA, MD, NC, NJ, NV, NY, OH, SC, TN, TX, VA, WA, WI, WV

Micah Schroeder, domiciled in Wisconsin, CA Insurance License #0M39263

Securities

We have individuals registered to offer securities in the following jurisdictions: AZ, CO, FL, GA, HI, IL, MN, NC, NY, OH, SC, TX, WI, NC