317 State Street, Guthrie Center, IA, 50115
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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 →Gordon operates as an independent insurance agent under Crown Haven Wealth Advisors, selling life and annuity products, taking about half of his time. He is also an investment adviser representative for both Aegis Wealth Management, Inc. and Crown Haven Wealth Management LLC, dedicating about 20% of his time to each.