307 East Call Street, Algona, IA, 50511
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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 CPA partner involved in tax preparation, audit, and bookkeeping, dedicating full-time hours to this. He also sells insurance and works as an investment advisor representative through Avantax Planning Partners, spending about 10-20% of his time on each.