Broker Check


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.

We have individuals licensed to sell insurance products.

Jeff Richard's Insurance Licenses: MI, CA(0F90409), CT, FL, GA, IL, MO, NJ, NM, NY, TX, WA, WI

Matthew Addy's Insurance Licenses: MI, IL, TX, WA, NM

Becci Brewster's Insurance Licenses: MI

California Insurance Licensing.

Jeff Richard's, domiciled in Michigan, California Insurance Lic. #0F90409.

We have individuals registered to offer securities.

Jeff Richard’s Securities Licenses: AL, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC, OH, PA, TX, VT, VA, WA, WI

Matthew Addy’s Securities Licenses: AZ, CA, CO, CT, FL, GA, IL, IN, IA, MD, MI, MN, MO, NH, NJ, NM, NY, NC, OH, TX, VA, WA, WI

Becci Brewster's Securities Licenses: MI