Brian Whitaker

Brian Whitaker [ChFEBC℠]

8888 Keystone Crossing
Suite 1300
Indianapolis, IN 46240

Original Certification Date: 9/27/2010

Organization: 1st Opulence Financial/Great Lakes Wealth Management

Phone: 888-537-6466 Ext: 101
Cell: 847-276-1964
Fax: 866-537-1745

Email: brianw@1stopulencefinancial.com

Website: www.1stopulencefinancial.com

States Currently Licensed: WI, IL, IN, GA, TX, MS, CA, OH

CRD #: 159223

Primary Insurance: Allianz, American Equity, Aviva, North American and others!

Primary Investment: 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 planning, wealth management, retirement reviews that include pension, TSP, FEGLI, health and much more