Search → HOLISTIC FINANCE

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE
HOLISTIC FINANCE
NON-RESIDENT PRODUCER AGENCY
License Number:
AGN506494
Status:
First Licensure:
01/28/2025
Cancel Date:
None
Renewal Date:
04/01/2027
Street Location:
41 W HIGHWAY 14 PMB 385
SPEARFISH, SD 57783-1148
SPEARFISH, SD 57783-1148
Mailing:
515 W 41ST ST
SIOUX FALLS, SD 57105-6401
SIOUX FALLS, SD 57105-6401
Phone:
+1 (801) 722-5865
Fax:
+1 (801) 893-9014
Email:
michael@holisticfinance.com
License Type | Start Date | End Date |
---|---|---|
NON-RESIDENT PRODUCER AGENCY | 01/28/2025 | 04/01/2027 |
Name | Issue Date | License Number | Expiration Date | Cancel Date |
---|---|---|---|---|
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA |
02/05/2025 | LHF804 | ||
GUARDIAN INSURANCE & ANNUITY COMPANY INC |
02/05/2025 | LHF27827 | ||
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA |
02/05/2025 | LHF644 |
Name | Issue Date | License Number | Expiration Date | Cancel Date |
---|---|---|---|---|
MICHAEL KULEANA WHEELWRIGHT |
01/28/2025 | PRN491083 |
Branch Office
None.
Supervised Entity
None.
Name | License Number |
---|---|
MICHAEL KULEANA WHEELWRIGHT | PRN491083 |
License/Disciplinary Action
None.
GENERAL INFORMATION
NAIC Information
National Producer Number (NPN):
19201098
An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.
Date: 10/22/2025 06:18:02 PM