29409 Haggerty Road, Suite 200, Novi, MI, 48377
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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 →Shawn is involved with Senior Planning Advisors, providing client services and insurance-related support (non-sales) since June 2022. This activity takes about half of Shawn's time.