about us

Licenses

Our financial professionals 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 professionals 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:
Arkansas, Hawaii, Mississippi, North Dakota, Oklahoma, Puerto Rico, Utah, Wyoming, Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin

Securities

We have individuals registered to offer securities in the following jurisdictions:
Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin, Wyoming, District of Columbia

We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.

California Insurance Licensing

Nathan Brinkman, domiciled in Wisconsin, CA Insurance License #0C27168
Rodney Eissens, domiciled in Wisconsin, CA Insurance License #0K78286
Steven Elsberg, domiciled in Illinois, CA Insurance License #0G21871
Kim Havens, domiciled in Wisconsin, CA Insurance License  #0F68536
Micah Schroeder, domiciled in Wisconsin, CA Insurance License #0M39263
Shawn Mangan, domiciled in Wisconsin, CA Insurance License #0L90565
Cary McGroarty, domiciled in Wisconsin, CA Insurance License #0L10971
Scott Mosher, domiciled in Wisconsin, CA Insurance License #0M41989
Kevin Mullane, domiciled in Wisconsin, CA Insurance License  #0F08401
Jeffrey Penisten, domiciled in Wisconsin, CA Insurance License #0L83900
Donovan Pfaff, domiciled in Wisconsin, CA Insurance License #0C59133
Timothy Powers, domiciled in Wisconsin, CA Insurance License #0H20356
Kim Raffel, domiciled in Wisconsin, CA Insurance License #0E75221
Mary Beth Ring, domiciled in Wisconsin, CA Insurance License #0L83636
Matthew Schmidt, domiciled in Wisconsin, CA Insurance License #0L91232

Arkansas Insurance Licensing

Cary McGroarty, domiciled in Wisconsin, AR Insurance License #7411274

CRN202011-239246