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DEPARTMENT OF INSURANCE
Licensee Search Details
Name
Wetzel Investment Advisors, Inc.
DBA : Bookends Financial Planning, Bookends Financial Planning
DOIID
1298295
NAIC NPN
20734890
License - Line of Authority Information
Status
Residency
Class
Line of Authority
Active Date
Inactive Date
License Expiration Date
Designated Home State
Denied
Non Resident
Agent
Health
Pending Replacement
Non Resident
Agent
Life
9/26/2023
3/31/2027
*If a status is
Pending, Pending Replacement
,or the record displays
Affidavit on File
, click on them for more details.
License Renewal Information
Class
Invoice Date
Response Due / Expiration Date
Response Received Date
Payment Received Date
Renewal Complete
Agent
01/15/2027
03/31/2027
NOTE: Licensee may renew up to 6 months prior to Next Compliance Date.
Address Information
Type
Address
Business / Home Office
7320 Us 31 S Indianapolis, IN 46227
Internet Information
Type
Address
Business Email
info@bookendsfp.com
Phone Information
Type
Phone
Business / Home Office
(317) 859-2502
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