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Milwaukee Wealth Management was born when Jeff Geygan's investing strategy hit the UBS wall

A value devotee, his picks at times conflicted with the wirehouse's research department

Author Elaine Pofeldt March 8, 2011 at 2:42 PM
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Jeff Geygan: We have clients that are professional golfers, state senators, movie actors ... a leading scientist in his field.

Breakaway Stories


Jeff Boyle

Jeff Boyle

October 23, 2011 — 4:35 PM

You may consider a solo 401k as you don’t need a custodian. Your clients’ will have checkbook control and can self trustee their own accounts. You can still serve as their adviser, but they still remain trustee. www.mysolo401k.net


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Mentioned in this article:

Stark & Stark
Legal Services for RIAs
Top Executive: Tom Giachetti

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally



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