DEPARTMENT OF INSURANCE
Licensee Search Details
NameWetzel Investment Advisors, Inc.
DBA : Bookends Financial Planning, Bookends Financial Planning
DOIID1298295NAIC NPN20734890
License - Line of Authority Information
StatusResidencyClassLine of AuthorityActive DateInactive DateLicense Expiration DateDesignated Home State
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   
NOTE: Licensee may renew up to 6 months prior to Next Compliance Date.
Address Information
TypeAddress
Business / Home Office7320 Us 31 S Indianapolis, IN 46227
Phone Information
TypePhone
Business / Home Office(317) 859-2502

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