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WHO WE ARE
WHAT WE DO
OUR PROCESS
CLIENT PORTAL

WHO WE ARE

DAVID LEWIS, CHFC®, CLU®

JAY BLUHM, FSCP®, CLU®

PRESTON KARRAKER

GET IN TOUCH

Call: 360-933-1067
preston@lewisbluhm.com

OUR LOCATION

501 Judson Street Aly
Lynden, WA 98264

Disclosure

David Lewis 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, AL, AZ, CA (CA Insurance License #0M48818), FL, ID, MD, MN, OH, OR, UT, and WA. No insurance business may be conducted outside the states referenced.

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

David Lewis 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, 501 Judson Street Aly, Lynden, WA, 98264, 360-933-1067. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, ID, MD, MN, OR, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

David Lewis 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 AK, AL, AZ, CA, ID, MD, MN, OR, UT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Jay Bluhm 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 AL, AZ, CA (CA Insurance License #4316645), FL, HI, ID, MN, MT, OK, TX, and WA. No insurance business may be conducted outside the states referenced.

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

Jay Bluhm 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, 501 Judson Street Aly, Lynden, WA, 98264, 763-233-2222. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, HI, MN, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jay Bluhm 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, HI, MN, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Lewis & Bluhm Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Lewis & Bluhm 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.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

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