2024 ADV Update

Every year, Registered Investment Advisors (like us!) have to update their registration with their state and the SEC, and are required to inform the public. You can find that information at the SEC database. If you have any questions, feel free to email me at the address below. Thanks!

Kyle Thompson, MBA, CEPA

kylet@leetownadvisors.com

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How To Avoid The Middle Class Tax Bomb

Kyle Thompson, MBA, CEPA
Financial Planner
leetownadvisors.com
515-240-1222

The content contained herein is intended as education and entertainment, and does not constitute investment, tax, or legal advice. Please consult the relevant advisor before making any decisions. Additionally, any opinions expressed here are solely those of the author, and do not represent the opinion of Leetown Advisors or its affiliates.