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Waukesha, WI · Waukesha County

Loft Financial Advisory Group, LLC

Licensed insurance agency · In licensing records since 2014

Unclaimed

Independent insurance business based in Waukesha, WI, listed from public licensing records.

Public record

NPN
16209967
In records since
2014 (12 yrs)
Phone
(414) 409-7226
Location
Waukesha, WI 53186

Lines they can serve

This agency holds a state agency license that doesn’t designate lines in the public record. A licensed agent can confirm what they write — or the agency can claim this profile and list its lines.

Area served

Based in Waukesha, Wisconsin (Waukesha County). Browse independent agencies and coverage near this location:

Waukesha agenciesWaukesha CountyAll of Wisconsin

The Waukesha market

Loft Financial Advisory Group, LLC is one of 15 independent agencies in public licensing records for Waukesha, WI — 5 of them with records going back 20+ years. The median agency here appears in records since 2012.

American Advantage-Lindow Insurance Inc.Since 2009Couri Insurance Agency IncSince 2006Daniel P QuinnSince 2006Dobrich Insurance Agency LLCSince 2018Global View Capital InsuranceSince 2012Global View Capital Insurance Services, LLCSince 2023
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This profile is generated from public licensing records and has not been claimed by the agency. A listing here is not an endorsement and does not mean the agency participates in quote routing. Is this your agency? Claim it to add your website, logo, photos, and the lines you actually write.

Common questions

How do I get an insurance quote in Waukesha?
Submit one request through this site and we'll route it to a participating independent agency that serves Waukesha, WI. You'll see who may contact you before you submit. To reach Loft Financial Advisory Group, LLC directly, the phone number on its public record is (414) 409-7226.
What kinds of insurance does Loft Financial Advisory Group, LLC handle?
Loft Financial Advisory Group, LLC holds a state agency license that doesn't designate specific lines in the public record. A licensed agent can confirm what they write.
Is Loft Financial Advisory Group, LLC verified on this site?
This profile is generated from public licensing records and is currently unclaimed — a listing here is not an endorsement. Loft Financial Advisory Group, LLC can claim it to verify its producer license and add its website, logo, and details.
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