11101 Switzer Road, Suite 200, Overland Park, KS, 66210
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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 →Allie works as a senior consultant and director of investment consulting for Strategic Retirement Group, focusing on retirement consulting and investment advisory, dedicating full-time hours. Allie also works full-time as a senior consultant and director of investment consulting for OneDigital, focusing on insurance, retirement consulting, and advisory.