Advisory Services offered through CBF Wealth Management, a Registered Investment Advisor, and Wealth Management LLC., a Registered Investment Advisor. We cannot accept trade orders or other investment account transaction requests by voicemail, fax or email. Trade orders or account transaction requests, important letters or documents, emails, or fax messages regarding your investments must be confirmed or conveyed by calling 402-371-1160 or 1-800-694-1160 and asking to speak directly to either your investment advisor representative or an available investment advisor representative. Emails, faxes and voicemails may not be monitored daily, or after normal business hours and cannot be relied upon to timely communicate your wishes. Requests for trade orders and other transaction requests received after 1 p.m. CST, CST (by direct communication only – remember that we cannot accept these by voicemail, fax or email), will be processed on a best efforts basis and may not take place until the following trading day. See full disclosures regarding services.
Broadridge Investo Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual’s personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
|Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.|
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