Tech stack
No one at Bill Losey Retirement Solutions, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
SEI
Per Form ADV · $38M held · filed Sep 2024