FSG and Sub-Advisor ADVs

On an annual basis Registered Investment Advisers are required to file and provide clients with updated copies of the firm’s disclosure documents. Please find in the links below a copy of our updated Form ADV and current privacy policy, which contain important information about the practices of our firm.

FSG- Financial Strategies Group Form CRS Final.pdf and Form ADV Part 2A - Firm Brochure 3.11.21.pdf

Privacy Policy- Privacy Policy - 03.28.21.pdf

Mark- Form ADV Part 2B - Carter, Mark.pdf

Brice- Form ADV Part 2B - Carter, Brice.pdf

Brandon- Form ADV Part 2B - Carter, Brandon.pdf

Kyle- Form ADV Part 2B -Cooper, Kyle.pdf

Kristin- Form ADV Part 2B - Prieur, Kristin.pdf

Justin- Form ADV Part 2B - Justin Meyer 03.06.22.pdf

Tate- Form ADV Part 2B -Tate 11.24.21.pdf

Brittany- Form ADV Part 2B - Culver, Brittany 02.16.22.pdf

Envestnet- Envestnet 2022 ADV 2A.pdf and EAM-ADV-Part2A-Appendix-2022.pdf

Frontier- Policy_ADVBrochure.PDF and Policy_ADV Part 3_Form CRS June 2020.PDF

Glovista- Glovista ADV 2A.pdf and Glovista Investments LLC March 2022

Morningstar Investment Services-  MIS_ADV_Part_3_Summary_09132021.pdf and MIS_Overview_ADV_2A_2B_09132021.pdf and MIS_Privacy_Policy_09132021.pdf

Zacks- Zacks 2021 ADV.pdf