CREDENTIALS
As the needs of our vast array of clientele have become more specialized, so have we; continuing our education and receiving certifying designations to better serve each and every client’s unique needs in a variety of financial scenarios.
Click on the designations below for more details about each one.
Licenses
Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.
Insurance
We have individuals licensed to sell insurance products in the following jurisdictions:
Alaska - AK, Arizona - AZ, California - CA, Colorado - CO, Florida - FL, Hawaii-HI, Iowa - IA, Idaho - ID, Indiana-IN, Maryland - MD, Michigan - MI, Minnesota - MN, Missouri - MO, North Carolina - NC, Nebraska - NE, Nevada - NV, New York -NY, Ohio-OH, Oregon - OR, Pennsylvania - PA, Tennessee - TN, Texas - TX, UT-Utah, Virginia - VA, Washington - WA, Wisconsin-WI
California Insurance Licensing
Ian Rice | CA Insurance License #0160954 | Domiciled in Oregon
Kasey Closs | CA Insurance License #0L95623 | Domiciled in Oregon
Securities
We have individuals registered to offer securities in the following jurisdictions:
Alaska - AK, Arizona - AZ, California - CA, Colorado - CO, Florida - FL, Georgia - GA, Hawaii-HI, Iowa-IA, Idaho - ID, Indiana-IN, Kansas - KS, Lousiana- LA, Maryland - MD, Michigan-MI, Minnesota-MN, Missouri-MO, Montana - MT, Nebraska- NE, Nevada - NV, North Carolina - NC, Ohio-OH, Oregon - OR, Pennsylvania - PA, South Carolina- SC, Tennessee- TN, Texas - TX, Utah-UT, Virginia - VA, Washington - WA, Wisconsin-WI, Wyoming-WY
We can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.