2026 Fiduciary Complaints


2026 Fiduciary Complaints

Complaints are listed by the year in which they were closed.

Licensed Fiduciary Complaint Number Investigative Summary & Board Action
Aspen Grove Fiduciary/Robin O'Connell 25-0019, 25-0020 Final Order with Exhibits
Aspen Grove Fiduciary/Robin O'Connell 24-0054, 24-0055 Final Order with Exhibits
Aspen Grove Fiduciary/Robin O'Connell 25-0025, 25-0026 Final Order with Exhibits
Linda Kohl 23-0034

Final Order 23-0034

Notice of Formal Statement of Charges 23-0034

Alex Harris

25-0008

Investigation Summary 25-0008

Final Order 25-0008