Brian Whitaker [ChFEBC℠]
8888 Keystone Crossing
Suite 1300
Indianapolis, IN 46240
Original Certification Date: 9/27/2010
ChFEBC℠ Number: B500910BW
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, IA
State Insurance Licensed #: 7537641
CRD #: 159223
Primary Insurance: Allianz, American Equity, 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.)