Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Snappy Kraken to provide information on a topic that may be of interest. Snappy Kraken is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2023 Snappy Kraken. Securities, advisory and financial planning services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC. The LPL Financial registered representatives associated with this website 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. OH, IN, KY, WV, KS, NC, SC, TN, AZ, FL, GA, MT.

LPL Financial Form CRS

4555 Lake Forest Drive
Suite 650
Cincinnati, OH 45242
United States

First Name
Last Name
Company Description
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.