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Michael Kuleana Wheelwright

Holistic Finance LLC

Ninole, HI

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Current Employers
Holistic Finance Llc

Ninole, HI • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-07-03
SD RA APPROVED 2025-06-16
HI RA APPROVED 2025-06-04
UT RA APPROVED 2025-06-02
TX RA APPROVED 2025-06-01
  • LA RA
    APPROVED
    Since 2025-07-03
  • SD RA
    APPROVED
    Since 2025-06-16
  • HI RA
    APPROVED
    Since 2025-06-04
  • UT RA
    APPROVED
    Since 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-01

Branch Locations

Ninole, HI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Lehi UT 11/2019 04/2025
Mml Investors Services, Llc Lehi UT 08/2022 04/2025
Reorganism Llc Provo UT 09/2017 Present
Artists For Local Agriculture Salt Lake City UT 12/2011 09/2017
Student Loan Tutor Llc Provo UT 08/2021 Present
Holistic Finance Llc Ninole HI 05/2025 Present
Mml Investors Services, Llc Lehi UT 01/2023 05/2025
  • 11/2019 → 04/2025
    Massmutual Life Insurance Company
    Lehi, UT
  • 08/2022 → 04/2025
    Lehi, UT
  • 09/2017 → Present
    Reorganism Llc
    Provo, UT
  • 12/2011 → 09/2017
    Artists For Local Agriculture
    Salt Lake City, UT
  • 08/2021 → Present
    Student Loan Tutor Llc
    Provo, UT
  • 05/2025 → Present
    Ninole, HI
  • 01/2023 → 05/2025
    Lehi, UT
Previous Registrations
Other Businesses

1) NAME: STUDENT LOAN TUTOR LLC INV REL: N ADD: RESIDENTIAL NATURE: ASSISTING WITH STUDENT LOANS POSITION: INDEPENDENT CONTRACT CONSULTANT START DATE: 8/1/2021 NO HRS/MO: 60 NO HRS/MO DUR TRADING: 30 DUTIES: GENERAL BUSINESS GOAL SETTING AND IMPLEMENTATION 2) NAME: REORGANISM LLC INV REL:Y ADD: RESIDENTIALNATURE: CONSUTLING & MEDIA PRODUCTION POSITION: PRESIDENT START DATE: 9/25/2017 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DUTIES: ADMISTRATIVE MANAGEMENT OF THE BUSINESS ENTITY

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-23
  • S66 Uniform Combined State Law Examination
    2022-11-23
Other Names
  • Michael Cundick

View on SEC IAPD

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