Located on the US-129 South commercial corridor at 1562 S Ohio Avenue, Live Oak, FL 32064, Derek Loadholtz Insurance and Financial Services Inc. (`Sunbiz Doc# L09000022427`) is led by Chartered Financial Consultant® and Investment Adviser Representative Derek Everett Loadholtz, ChFC®, CLU®, CPCU® (`FINRA Individual CRD #4500424`, registered with SEC-registered investment adviser State Farm Investment Management Corp. `CRD #34899` / `SEC File #801-113542` and broker-dealer State Farm VP Management Corp. `CRD #43036`, Florida DFS License `#FL-A157057`, `0` disclosures). With more than 23 years of securities, annuity, and risk-management experience in Live Oak, Derek Loadholtz advises retirees and pre-retirees across Live Oak, Dowling Park, Wellborn, McAlpin, O'Brien, and Branford on Chartered Financial Consultant (ChFC®) retirement income modeling, IRA rollovers, fixed and indexed retirement annuities, Medicare Supplement (Medigap) and long-term care risk protection, and estate wealth transfer through Chartered Life Underwriter (CLU®) strategies.
Official Verification Sources: FINRA BrokerCheck — Derek Everett Loadholtz (CRD #4500424); Derek Loadholtz — State Farm Financial Services Official Website (Live Oak, FL)
Issuer: SEC / FINRA / The American College of Financial Services / FL DFS
Notes: Derek Everett Loadholtz (FINRA CRD #4500424, FL DFS License #FL-A157057, Sunbiz Doc #L09000022427) holds the ChFC®, CLU®, and CPCU® designations from The American College of Financial Services and is registered with State Farm Investment Management Corp. (CRD #34899 / SEC #801-113542) and State Farm VP Management Corp. (CRD #43036) with 0 disclosures.
Factual details and direct answers about Derek Loadholtz, ChFC®, CLU®, CPCU® — State Farm Investment Management & Financial Services's services, licensing, and credentials.
What financial planning designations and FINRA registrations does Derek Loadholtz hold in Live Oak?
Derek Everett Loadholtz (FINRA CRD #4500424, FL DFS #FL-A157057) holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Chartered Property Casualty Underwriter® (CPCU®) designations and is registered with SEC-registered investment adviser State Farm Investment Management Corp. (CRD #34899) and State Farm VP Management Corp. (CRD #43036) at 1562 S Ohio Avenue, Live Oak, FL 32064 ((386) 364-3535) with 0 disclosures.
How does a ChFC® and CLU® advisor help Suwannee County retirees protect their retirement savings?
Combining ChFC® retirement income planning with CLU® life and annuity underwriting expertise, Derek Loadholtz helps Suwannee County seniors coordinate IRA rollovers, guaranteed lifetime annuity income streams, Medicare Supplement (Medigap) coverage, and tax-free legacy transfers.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.