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Keli Alo

Financial Services Representative

Biography

I bring over twenty years of experience in personal financial advisory services, including the following areas of expertise:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies

Education

University of Wisconsin-La Crosse Bachelor’s in French with a Minor in Economics

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Strategies

Languages

  • English

CRN201912-180567

Check the background of this investment professional on FINRA's BrokerCheck