Service Inquiry

Client satisfaction is very important to us.  We want you to know that our Chief Compliance Officer stands ready to be of assistance to all of our clients in the event they have concerns they feel are not be adequately addressed by their advisor.

 

Complete the form below to submit an inquiry directly to Mark M. Oswald, Chief Compliance Officer.  You may choose to remain anonymous, however, we will be unable to respond to you.

 

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12700 W. Bluemound Road, Elm Grove, WI 53122    Tel: 262-786-6363 Fax: 262-792-8930

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