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FORM Workbook

F.O.R.M. Information Workbook

Contact

Office: (573) 302-7212

Fax: (573) 302-7402

1055 Ozark Care Drive

Osage Beach, MO 65065

info@srgfinancialadvisors.com

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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.

Bill LaCasse, Tyler Bannister and Nick Wages are investment adviser representatives of, and Genise LaCasse is a registered non-solicitor of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Bill Lacasse is also a registered representative of USA Financial Securities Member FINRA/SIPC. SRG Financial Advisors is not affiliated with USA Financial Securities Corp.

Bill LaCasse, Tyler Bannister and Nick Wages are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Bill: AR;AZ;FL;IL;MO;OR;TX;WA;WI). For investment advisory services these states include: (Bill: AK;AR;AZ;CA;CO;FL;IA;IL;KS;MO;NJ;OK;OR;TX;UT;WA;WI) (Tyler: AK;AZ;CO;FL;KS;MO;NJ) (Nick: AK;MO). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.