15730 W. National Avenue, New Berlin, WI, 53151
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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 →Jennifer is an independent insurance agent for various companies, dedicating a few hours per week to this activity. She also operates Red Oak Advisors as a DBA for advisory services under Rossby Financial, LLC, and is a passive investor in Carol Heights Apartments, LLC.