Brokerage firms limit their clients to stocks, bonds and mutual funds.

About 40k in a mutual fund.

Here's some accounts that I think would be beneficial for a new host....Thanks for Visiting with Annette and Sarah Natalie Palmer Robuilt

I am mindful of building something that we will be able to scale and make more impact- and I know making this beneficial to investors in some capacity will be key. 

It's best to pursue a mentorship relationship with someone whose credentials and experience can be verified in advance.For investors who may not be interested in scaling quickly or who seek less complicated investments, it may be beneficial to learn as much as possible for free before seeking out and paying for a mentor.

I also would like to connect to a landlord or real estate professional in that area, to discuss a mutually beneficial relationship, so asked about that.

Hello Gopi, For investment properties, especially if you are referring to multiple properties, it might be beneficial to look into a DSCR (Debt Service Credit Ratio) loan.

Ever since the money has been invested in Milwaukee from our new stadium, Fiserv Forum being built, to Northwestern Mutual expanding their headquarters downtown.

It's also beneficial to explore regional or community credit unions in your area, as they might have unique offerings tailored to local investment needs. 

Partnering with someone who has cash would obviously work and often times your credit, income, and even labor could be beneficial to them.