Disclaimer / Disclosure
Crimson Oak Wealth Management LLC (“CWM or Crimson Oak”) is a Registered Investment Advisor providing fee-only financial planning and investment advice. Crimson Oak is registered with the Kentucky Department of Financial Institutions and is located in Lexington, Kentucky. Crimson Oak and its representatives are in compliance with current registration requirements imposed upon registered investment advisers by those states in which Crimson Oak maintains clients. Crimson Oak may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Crimson Oak’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
Accordingly, the publication of Crimson Oak’s web site on the Internet should not be construed by any consumer and/or prospective client as Crimson Oak’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Crimson Oak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Crimson Oak, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov or and/or the state securities law administrators for those states in which Crimson Oak is registered. A copy of Crimson Oak current written disclosure statement discussing Crimson Oak’s business operations, services, and fees is available from Crimson Oak upon written request.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.
DISCLAIMER
At certain places in this Crimson Oak Wealth Management LLC Internet Site, live "links" to other Internet addresses may be accessed. Such external Internet addresses may contain information created, published, maintained, and otherwise posted by institutions or organizations independent of Crimson Oak. Please note that Crimson Oak does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Crimson Oak Wealth Management LLC
COPYRIGHT NOTICE
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.
Accordingly, the publication of Crimson Oak’s web site on the Internet should not be construed by any consumer and/or prospective client as Crimson Oak’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Crimson Oak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of Crimson Oak, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov or and/or the state securities law administrators for those states in which Crimson Oak is registered. A copy of Crimson Oak current written disclosure statement discussing Crimson Oak’s business operations, services, and fees is available from Crimson Oak upon written request.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.
DISCLAIMER
At certain places in this Crimson Oak Wealth Management LLC Internet Site, live "links" to other Internet addresses may be accessed. Such external Internet addresses may contain information created, published, maintained, and otherwise posted by institutions or organizations independent of Crimson Oak. Please note that Crimson Oak does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Crimson Oak Wealth Management LLC
COPYRIGHT NOTICE
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner.