Brian Whitaker

Brian Whitaker [ChFEBC℠]

5758 Elaine Drive
Ste 1131
Rockford, IL 61108

Original Certification Date: 9/27/2010

ChFEBC℠ Number: 0W1B9B500

Organization: 1st Opulence Financial/Great Lakes Wealth Management

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



States Currently Licensed: WI, IL, IN, IA

State Insurance Licensed #: 7537641

CRD #: 159223

Primary Insurance: Allianz, American Equity, North American, SILAC, Great American Insurance (and many others)

Primary Investment: We are a full service company that provides actively managed portfolio and investment options to our clients. We handle (fixed income, equities, mutual funds, exchange traded funds (ETF)

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