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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 →Julia works as an investment consultant for Alliant Retirement Consulting and Alliant Insurance Services, Inc., dedicating full-time hours to each. She also works as an investment advisory representative for Alliant Retirement Services, LLC/Alliant Retirement Consulting, focusing on asset management.