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RED OAK OFFICE
505 North 3rd St.
Red Oak, Iowa 51566
P: (712) 623-5726
F: (712) 623-4642
E: info@planwithmilestonefinancial.com

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2111 S 67th St. Suite 300
Omaha, NE 68106
P: (402) 991-9020
F: (402) 991-4220
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Dan Miller, Kaleb Robuck, Marcus Taylor ,and Ashleigh Hendrix are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Milestone Financial Group, Inc. is not affiliated with USA Financial Securities.

Dan Miller, Kaleb Robuck, Marcus Taylor and Ashleigh Hendrix are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Dan: AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, LA, MN, MO, NC, NE, OR, SC, SD, TX, WA, WI. Kaleb: CO, IA, KY, MO, NE. Marcus: IA, MN, MO, NC, NE, TX., Ashleigh, IA. For investment advisory services these states include: Dan: AL, AR, AZ, CA, CO, FL, IA, IL, IN, KS, KY, LA, MN, MO, NC, NE, OR, SC, SD, TX, WA, WI. Kaleb: CO, FL, IA, KY, MO, NE, TX. Marcus: AL, IA, MN, MO, NE, TX.. Ashleigh, IA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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