Form CRS
Customer Relationship Summary (Form CRS)
The SEC requires investment advisers and broker-dealers to provide clients with a brief, plain-language summary of their services, fees, conflicts of interest, and disciplinary history. This document, called a Form CRS, is designed to help you make informed decisions when choosing financial services. Please review Wade Guemmer’s Form CRS to better understand our relationship and how we work with clients.
Wade Guemmer, CFP® 