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Brent A

Series 65, Series 63

Delafield, WI

Independent Advisor Alliance, LLC

Brent Adams is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 designations and four years of industry experience. Prior to joining Independent Advisor Alliance, he worked at LPL Financial and Ellenbecker Investment Group, Inc. Adams has a diverse background including roles outside finance, such as with the African American Chamber of Commerce WI. Independent Advisor Alliance serves a broad client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with discretionary and non-discretionary portfolio management, incorporating various analytical techniques and technology platforms to support client services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Kurt T

Series 66

Delafield, WI

Independent Advisor Alliance, LLC

Kurt Triebold is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 27 years of industry experience. He has worked with firms including Waddell & Reed, Inc. and LPL Financial, and has been affiliated with Independent Advisor Alliance since 2017. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes a network model supported by technology platforms and a range of advisory services.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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