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disclosure agreement

Knopinski & Fauver Financial Advisors is registered as an investment advisor with the state of Colorado , and its investment advisory representatives are licensed by the state of Colorado.  KFFA will only transact business in other states to the extent KFFA is registered under, excluded from, or exempted from state registration requirements. No follow up, individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable state requirements, or an applicable exemption or exclusion.

The content of this site is provided for informational purposes only, and does not constitute a recommendation or advice, or an offer to sell any product or service and is not a complete description of KFFAs investment advisory and financial planning services or performance. Nothing on this web-site should imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site, or any linked web site. The content of this web site is owned by Knopinski & Fauver Financial Advisors and is protected by intellectual property rights.

privacy policy

We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law. Additionally, we may share information with outside companies that perform administrative services for us. However, our contractual arrangements with these service providers require them to treat client information as confidential.

We maintain physical, electronic and procedural safeguards to protect our clients' personal information. Our Privacy Policy restricts the use of client information and requires that it be held in strict confidence.

 
 

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