PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JAMES ANDREW WILSON

Welfare broker

JAMES ANDREW WILSON

Mailing address (most recent filing)

55467 BIG RIVER DR

BEND, OR 97707

Total comp: $598
Commissions: $456
Fees: $142
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for JAMES ANDREW WILSON.

No sponsors where JAMES ANDREW WILSON is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JAMES ANDREW WILSON

Welfare broker

JAMES ANDREW WILSON

Mailing address (most recent filing)

55467 BIG RIVER DR

BEND, OR 97707

Total comp: $598
Commissions: $456
Fees: $142
Filings: 1
Sponsors: 1

Not enough current filings to build analytics for JAMES ANDREW WILSON.

No sponsors where JAMES ANDREW WILSON is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms