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Willeke Financial Group, LLC

Craig Willeke

President
  • WHO WE ARE
    • Our Beliefs
    • Our Team
    • Our Alliances
  • WHAT WE DO
    • For Business Owners
    • For Healthcare Professionals
  • HOW WE DO IT
    • Three Ways to Engage
    • Partnering with Professionals
    • See if You're on Track For Retirement
  • CLIENT RESOURCES
    • Calculators
  • OUR BLOG
  • GET IN TOUCH
    • Schedule Appointment
    • Location and Contact
  • CLIENT LOGIN
    • Eagle Strategies
    • New York Life
    • eMoney
    • MainStay Funds
Disclosure

Craig Willeke is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #4370531), CO, FL, IA, IL, KS, LA, MD, MO, NC, NE, OR, PA, SD, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Craig Willeke is licensed and authorized to offer insurance in California, but Willeke Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Craig Willeke is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1221 N St Ste 800, Lincoln, NE, 68508, 402-483-6656. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, KS, LA, MD, MO, NC, NE, OR, PA, SD, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Craig Willeke is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IA, IL, KS, LA, MD, MO, NC, NE, OR, PA, SD, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Tea Lundell is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, CA (CA Insurance License #4435090), CO, DC, MD, NC, OK, PA, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Tea Lundell is licensed and authorized to offer insurance in California, but Willeke Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Tea Lundell is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 225 W Station Square Dr Ste 300, Pittsburgh, PA, 15219, 412-545-3355. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, MD, NC, OK, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Tea Lundell is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DC, MD, NC, OK, PA, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Willeke Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Willeke Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Craig Willeke, CFP, LUTCF, CLTC Logo
Willeke Financial Group, LLC

Craig Willeke

President
  • WHO WE ARE
    • Our Beliefs
    • Our Team
    • Our Alliances
  • WHAT WE DO
    • For Business Owners
    • For Healthcare Professionals
  • HOW WE DO IT
    • Three Ways to Engage
    • Partnering with Professionals
    • See if You're on Track For Retirement
  • CLIENT RESOURCES
    • Calculators
  • OUR BLOG
  • GET IN TOUCH
    • Schedule Appointment
    • Location and Contact
  • CLIENT LOGIN
    • Eagle Strategies
    • New York Life
    • eMoney
    • MainStay Funds

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