Covington, IN
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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 →Brooke is self-employed as an insurance producer and estate planner, dedicating about half of her time to this. She also works as an attorney referrer/plan delivery in insurance and estate planning, spending about 10-20% of her time on this activity.