Advisors, Brokers & Agents...Oh My!
Thursday, August 9th at 6pm - COV Wayzata
Register TODAY! Space is limited.
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Matt welcomes you to a discussion about Advisors, Brokers and Agents... Oh My!
What many won’t tell you about commissions and fees.
How the financial industry really works (Insider info).
The differences in firm capability, service and security.
How industry designations are used for marketing.
Heavy appetizers will be available at 6:00pm. The presentation will begin promptly at 6:30pm.
This material represents an assessment of the market and economic environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. Forward-looking statements are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Past performance does not guarantee future results.
Disclosure: Advisory services offered through Capital Asset Advisory Services, LLC, a registered investment advisor. This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state. For additional information, please contact Kim Creque at firstname.lastname@example.org. Fiat Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.