Disclosures

Terms of Use

BY ACCESSING THIS SITE, YOU AGREE THAT YOU HAVE READ, UNDERSTAND AND ARE BOUND BY THE TERMS OF USE PERTAINING TO THIS SITE (WHETHER OR NOT YOU CONFIRM YOUR AGREEMENT), WHICH TERMS OF USE ARE SET FORTH IN THE PDF ATTACHMENT BELOW. ACCESS TO THIS SITE IS OFFERED TO YOU CONDITIONED ON YOUR ACCEPTANCE OF THESE TERMS. IF YOU DO NOT AGREE TO THESE TERMS, YOU ARE NOT PERMITTED TO USE THIS SITE.


Privacy Policy

What does StrategIQ Financial Group do with your personal information?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.


Form ADV (Part 3 & Part 2A)

FORM ADV IS THE GENERIC NAME OF SEVERAL DISCLOSURES THAT THE SECURITIES AND EXCHANGE COMMISSION (SEC) AND STATE SECURITIES AUTHORITIES REQUIRE INVESTMENT ADVISERS TO PRODUCE. OUR FORM CRS (RELATIONSHIP SUMMARY) AND OUR FORM ADV PART 2A (BROCHURE) CAN BE ACCESSED BELOW.