1125 Sanctuary Parkway, Suite 300, Alpharetta, GA, 30009
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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 →Kathleen is an investment advisory representative at Alliant Retirement Consulting since 2022, providing investment advisory services. Since 2023, she is also a VP and retirement consultant at Alliant Insurance Services, Inc., spending full-time hours between the two roles.