black and white state seal

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
Mailing:
515 W 41ST ST
SIOUX FALLS, SD 57105-6401
Phone:
+1 (801) 722-5865
Fax:
+1 (801) 893-9014
Email:
michael@holisticfinance.com

History

License Type Start Date End Date
NON-RESIDENT PRODUCER AGENCY 01/28/2025 04/01/2027

Employer

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

Affiliated Agent

Name Issue Date License Number Expiration Date Cancel Date
MICHAEL KULEANA WHEELWRIGHT
01/28/2025 PRN491083

Branch Office

None.

Supervised Entity

None.

Responsible Individual

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: 10/21/2025 09:32:51 PM