Brian Whitaker

Brian Whitaker [ChFEBC℠]

1720 Columbus St
New Castle, IN 47362

Original Certification Date 9/27/2010
Organization: 1st Choice Financial Group/Great Lakes Wealth Management

Phone: 262-537-2933
Cell: 847-276-1964
Fax: 866-537-1745

States Currently Licensed: WI, IL, IN, GA, TX, ND
CRD #: 159223

Primary Insurance Companies: Aviva, Allianz, North American, Genworth and others

Primary Investment Companies: We are a full service registered Investment Advisory Firm that offers several different opportunities with regards to investments and managed portfolios (fixed income, equities, mutual funds, ETF’s, options, etc.)

Services: Retirement reviews that include pension, TSP, FEGLI, health and much more.

Additional Information: Priority is to provide solid, reliable advise to Federal employees about their individual retirement situations.