Family Wealth Advisors
  • Home
  • Our Difference
  • Meet Our Family
    • Jeffrey J. Biro
    • W. Ryan Zenk
    • John Oxenhandler
    • Mike Wendt
    • Debbie Basom
    • Katherine Perini
  • Resources
    • Affluent Planning
    • Coronavirus Second Opinion
    • Retirement Quiz
    • Retirement Videos
    • Social Security
    • Retirement Income
    • Women and Finance
    • Medicare Seminar
    • College Planning
    • AZ Estate Planning
    • AZ Wills and Trusts
    • WI Estate Planning
    • WI Medicaid Planning
  • Videos
  • Contact
  • Login
    • CIR Statements / Albridge Solutions
    • NetXinvestor / Pershing LLC
Select Page



Categories

  • No categories

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, ID, IL, IN, MI, MIN, MO, MS, NE, NE, NJ, NM, NY, OH, TX, UT, WA, MI.

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.

 

Privacy Policy

© 2017 Logo Pros - All rights reserved.