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Our Story
Who We Serve
Our Process
Team
Knowledge Center
- Blog
- Video
- Podcast
Get In Touch

Our Story
Who We Serve
Our Process
Team
Knowledge Center
- Blog
- Video
- Podcast
Get In Touch

Our Story
Who We Serve
Our Process
Team
Knowledge Center
- Blog
- Video
- Podcast
Get In Touch

Category: Business Management

The Latest Insights from Our Team

Business Management, Financial Planning

BOI Reporting Deadline: A Reminder for Physicians with an LLC

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Our Story
Our Process
Who We Serve
Team
Knowledge Center
Get In Touch

Our Story
Our Process
Who We Serve
Team
Knowledge Center
Get In Touch

Certifications and Associations

Accredited Asset Management Specialist℠ (AAMS®)

Certified Divorce Financial Analyst (CDFA®)

Certified Financial Planner (CFP®)

Chartered Financial Consultant℠ (ChFC®)

Certified Private Wealth Advisor (CPWA®)

Financial Paraplanner Qualified Profession℠ (FPQP®)

Check out the background of this firm on FINRA’s BrokerCheck

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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