Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. ICCU Wealth Management, ICCU, PFG Advisors, LLC, and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.
Not NCUA Insured – No Credit Union Guarantees – May Lose Value
Osaic Wealth, Inc and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.
IMPORTANT CONSUMER INFORMATION A broker-deal, investment financial professional, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a Firm or individual that involve either effecting, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. This communication is strictly intended for individuals residing in the states of Idaho and Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Osaic Form CRS
PFG Advisors’ Relationship Summary (Form CRS)
FINRA Registered Branch Office: 1111 S Silverstone Way 5th Floor, Meridian, ID 83642
