United Planners Financial Services Form CRS
PFG Advisors’ Relationship Summary (Form CRS)
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Securities offered through United Planners Financial Services, Member FINRA/SIPC. Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Mangus Wealth Management, United Planners Financial Services, and PFG Advisors are separate entities. United Planners Financial Services and its representatives do not provide tax or legal advice. Insurance products offered through approved carriers.
Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
For important information related to our fees and services please review PFG Advisors Form ADV Part 2A or visit adviserinfo.sec.gov/firm/summary/173344.
Securities, insurance, and advisory offered through United Planners Financial Services, PFG Advisors or their affiliates are not FDIC Insured, and May Lose Value
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Timothy Mangus is registered to conduct securities business in Colorado, Florida, Massachusetts, Texas, and Vermont. Insurance-related services may not be provided to individuals residing in any states other than Texas.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.