Bosma Tony
Senior Retirement and Investment Specialist at Cuna Mutual Group
Based in Madison, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Madison
Industry
Financial Services
Company size
1.9K
Contact information
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b•••••••@trustage.com
Phone
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Background
About Bosma Tony
I work with clients who are near or in retirement; developing asset allocation and retirement income strategies. My main goal is to help people attain and maintain wealth and their financial independence. I have 15+ years of financial services industry experience. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. This message and any attached material are confidential. If received in error, please inform me immediately and destroy the information at once. Any unauthorized use, distribution, or copying of this information is prohibited.
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