13890 Bishop's Drive, Suite 220, Brookfield, WI, 53005
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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 →Allan is the principal of AJH Wealth Management and Financial Services, LLC, providing brokerage and advisory services including insurance products. He also serves as a trustee for his mother's irrevocable trust, works as a CPA, and is a notary public, dedicating minimal time to each of the latter three activities.