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Aaron G

Series 63, Series 65

Phillips, WI

J. W. Cole Advisors, Inc.

Aaron Gago is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Parkland Securities for nine years. In addition to his advisory role, he is president of Highland Money Management, an investment-related business. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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