4135 NW Urbandale Dr, Urbandale, IA, 50322
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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 →Alec owns two rental properties and is partnering with Aegis Financial for long-term care planning and fixed insurance sales, dedicating about half their time to this partnership. Alec also operates Aurelius Wealth LLC and Olive Tree Wealth Management as DBAs for securities and investment advisory services, respectively, committing full-time hours to each.