Willis Holdeman

Willis Holdeman [ChFEBC℠]

5909 NW Expressway
Suite G190
Oklahoma City, OK 73132

Original Certificate Date: 12/22/2011

Organization: Holdeman & Associates Financial Solutions

Broker Dealer: MML Investor Services

Phone: 405-315-0627
Fax: 888-418-5660

Email: wholdeman@financialguide.com

Website: www.holdemanafs.com

States Currently Licensed: OK, TX, KS, NC, GA

Primary State Insurance License #: 40140224

CRD #: 6013219

Primary Insurance: Have access to many insurance companies for life, disability and long term care insurances as well as annuities

Primary Investment: Varies depending on the needs and strategies developed for my client

Services: Financial & Insurance Strategies including Retirement Income Planning, College Funding, Wealth Management, Risk Mitigation, Maximization of Employee Benefits, Federal Benefit Reports specific to the Client and other Client Specific Reports and Strategies

Additional Information: Our Vision is to empower others to form the future they desire and create a legacy that impacts generations to come