DEPARTMENT OF INSURANCE
Affiliations
NameWetzel Investment Advisors, Inc.
DBA : Bookends Financial Planning, Bookends Financial Planning
DOIID1298295NAIC NPN20734890
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration Date
ActiveNon ResidentAgentLife9/26/2023 3/31/2025
DeniedNon ResidentAgentHealth   
* If a status Is Pending, Pending Replacement,Or the record displays Affidavit On File, click On them For more details.
License Renewal Information
ClassInvoice DateResponse Due / Expiration DateResponse Received DatePayment Received DateRenewal Complete
Agent01/15/202503/31/2025   
Appointments with the following Insurers
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActivePruco Life Insurance Company300954Agent - Life2/8/2024 
ActiveSymetra Life Insurance Company301691Agent - Life11/2/2023 
Designated Individuals
StatusAffiliation NameDOI NumberLine of AuthorityActive DateInactive Date
ActiveBoston, Sarah Elizabeth 598827Agent - Life9/26/2023 

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