What’s Your Investment IQ?

Share |

Have A Question About This Topic?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: (507) 361-2004

Fax: (507) 361-2005

320 Alliance Place NE

Suite A

Rochester, MN 55906

RoundTableWP@wradvisors.com

Check the background of your financial professional on FINRA's BrokerCheck.

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. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc. (WRI), a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.

Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.

Roundtable Wealth Partners is a separate entity from WRI.

Waddell & Reed is not affiliated with First Alliance Credit Union.

Products offered through Waddell & Reed:

ARE NOT INSURED BY THE FDIC/NCUA

ARE NOT DEPOSITS OR OTHER OBLIGATIONS OF THE CREDIT UNION

ARE NOT GUARANTEED BY THE FINANCIAL INSTITUTION

ARE SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

The information on this site is for general informational and educational purposes only and is not to be considered an individualized recommendation or personalized investment advice. Please consult a professional prior to making financial decisions and keep in mind that investing involves risk including the potential to lose principal.

This site is published for residents of the United States only. Advisors associated with Waddell & Reed, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed on this site. For additional information please contact the advisor(s) listed on the site, visit the Waddell & Reed, Inc. corporate site at www.waddell.com or contact the Waddell & Reed Compliance Department at 800-532-2762.

Waddell & Reed does not provide legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with Waddell & Reed, Inc.

Waddell & Reed, Inc. – Privacy Policy & Disclosures

Waddell & Reed, Inc. – Client Relationship Summary (Form CRS)