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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 →Michael is a registered representative at The Financial Guys, LLC, spending about a quarter of his time there. He is also a passive minority owner of Independent Solutions Wealth Management, LLC, dedicating minimal time. Additionally, Michael is a 100% owner of a Social Security Claiming Strategist business, spending a few hours per week, and an LLC member and book author at Beyond Break Even.