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Privacy Policy, Form CRS, & ADVs

FSG and Sub Advisor Privacy Policies

Privacy Policy- Privacy Policy - 03.28.21.pdf

Envestnet- Envestnet Privacy Policy 2023.pdf

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- FSG Form CRS FINAL filed 3.28.2023.pdf and FSG Form ADV Part 2A FINAL filed 3.28.2023.pdf

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

Brice- Form ADV Part 2B - Carter Brice 3.30.23.pdf

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

Kyle- Form ADV Part 2B - Kyle Cooper 3.30.23.pdf

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

Justin- Form ADV Part 2B - Justin Meyer 03.30.23.pdf

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

Envestnet-Envestnet Part 2A 2023.pdf

Glovista- Glovista Part 2A 2023.pdf

Morningstar Investment Services-  Morningstar CRS (material changes) 2023.pdf , Morningstar CRS 2023.pdf , Morningstar Part 2 Summary 2023.pdf, Morningstar Part 2A (For ABP accounts) 2023.pdf, and Morningstar Part 2A 2023.pdf

Zacks- Zacks Part 2A 2022.pdf


Financial Strategies Group Form CRS

FINANCIAL STRATEGIES GROUP FORM CRS

MORNINGSTAR CRS FORM




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