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

Jeff Boyle
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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Stark & Stark
Legal Services for RIAs
Top Executive: Tom Giachetti
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally