Brian Whitaker

Brian Whitaker [ChFEBC℠]

125 Meadowlark Dr., #2
Burlington, WI 53105

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

Phone: 262-342-5057 Extension:
Cell: 847-276-1964
Fax: 866-537-1745
Email: brianw@1stchoicefinancialgroup.com
Website: www.1stchoicefinancialgroup.com

States Currently Licensed: WI, IL, IN, TX, GA, 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 advice to Federal employees about their individual retirement situations.