230 North Main Street, Suite 1, Elkhart, IN, 46516
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Aaron is a partner in Legacy Wealth Management LLC, but his only responsibility has been to sign a lease agreement. He spends minimal time on this activity, and there are no finances involved with the entity.