Please review the disclosures below. Delivery of these disclosures are regulatory requirements. They must be delivered to clients prior to discussing their financial accounts and/or opening accounts under Storen Financial’s book of business. If you have any questions about any of this information, please contact our team (click here for contact information). Click to access the pdf of these documents in a new web browser window.
BTWM & LPL Client Relationship Summary
This document explains the services we offer, how we charge for those services, conflicts of interest and standard of conduct associated with those services.
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BTWM Privacy Policy Notice
This document explains how we collect and use personal information about you during your relationship with us.
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BTWM Form ADV
This document contains information about advisor’s educational background, business experience, outside business activity, and any disciplinary history.
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Co-branded Letter
This document contains information letting you know that the DBA “Storen Financial” encompasses the tax, financial and advisory business under one name, but LPL (our Broker/Dealer) is only affiliated with the investment business. This document is intended to be reviewed yearly by our investment clients who are also tax clients.
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