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Estate Planning

Are You Thinking About Creating a Living Trust?

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc. (CIR), a broker-dealer, member FINRA/SIPC to residents of AK, AZ, CA, CO, FL, GA, IA, ID, IL, IN, MI, MN, MO, NC, ND, NM, NY, OH, TN, TX, UT, VA, WA, and WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  *NOT insured by the FDIC or any other Federal Government agency * NOT a deposit or other obligation of, or guaranteed by any bank or their affiliates * Subject to risks including possible loss of principal amount invested. Cambridge, Family Wealth Advisors, LLC and Badger Bank are separate companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP®(with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

W. Ryan Zenk is licensed as an attorney in the state of Wisconsin, not licensed as an attorney in the state of Arizona.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
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