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Licensing Information:

We have agents licensed to sell insurance in the following jursidictions:


AK, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, and WV

Thomas Giltner, domiciled in Ohio, CA Insurance License #0L77476

James Giltner, domiciled in Ohio, CA Insurance License #0D30557


We have agents licensed to sell securities in the following jurisdictions:


CA, DC, DE, FL, GA, IL, IN, KY, MD, MI, NC, NJ, NY, OH, RI, SC, TN, VA, and VT

Check the background of this firm/advisor on FINRA’s BrokerCheck.