2701 SE J Street, Suite 109, Bentonville, AR, 72712
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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 →Ian is the President/Owner of Simply Retire Inc., providing marketing and consulting services, and spends about a quarter of his time on this. He is also an independent insurance agent, dedicating nearly full-time hours to this activity, and a member/co-owner of Finlaw Consulting, LLC, spending about 10-20% of his time there.