DEPARTMENT OF INSURANCE

Name	Congruent Financial Group LLC	DOIID	1253554	NAIC NPN	20547357

License - Line of Authority Information

Status	Residency	Class	Line of Authority	Active Date	Inactive Date	License Expiration Date	Designated Home State
Inactive	Non Resident	Agent	Health	1/28/2023	3/31/2025
Inactive	Non Resident	Agent	Life	1/28/2023	3/31/2025

*If a status is Pending, Pending Replacement,or the record displays Affidavit on File, click on them for more details.

No License Renewal Information

NOTE: Licensee may renew up to 6 months prior to Next Compliance Date.

Address Information

Type	Address
Business / Home Office	525 Junction Rd Suite 6500 Madison, WI 53717

Internet Information

Type	Address
Business Email	WILL@CONGRUENTFINANCIALGROUP.COM - Bad Email-Correction requested

Phone Information

Type	Phone
Business / Home Office	(760) 576-9148