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HOLISTIC FINANCE
Address:
41 WEST HIGHWAY 14
SPEARFISH, SD 57783
Phone
801-722-5865
URL:
Email:
michael@holisticfinance.com
National Producer Number:
19201098
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License Information
License Type
License Number
Original Issue Date
Status
Effective Date
Expiration Date
Non-Res. Producer Firm
4081859
01/29/2025
Active
01/29/2025
01/31/2028
Qual Information
Qualification Type
Original Issue Date
Status
Effective Date
Health
01/29/2025
Active
01/29/2025
Life
01/29/2025
Active
01/29/2025
3 Appointments
588
Company Name
Appointment Type
Status
Active Date
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA
Health
Active
02/05/2025
Life
Active
02/05/2025
840
Company Name
Appointment Type
Status
Active Date
GUARDIAN INSURANCE & ANNUITY COMPANY INC
Life
Active
02/05/2025
300
Company Name
Appointment Type
Status
Active Date
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Health
Active
02/05/2025
Life
Active
02/05/2025
row(s) 1 - 5 of 5
1 Individual Associations
Name
Association Type
Agent
Begin Date
End Date
MICHAEL KULEANA WHEELWRIGHT
Designated Resp Lic Prdcr
No
01/29/2025
-
1 - 1