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Investment advisory services offered through AlphaPeak Capital, LLC (“APC”), d/b/a for AlphaPeak Wealth, LLC in AZ and NE, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training.
Currie Financial Group and APC are not affiliated entities. One or more individuals at Currie Financial Group are registered as investment adviser representatives of APC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by APC on behalf of Currie Financial Group clients.
Additional information regarding the specific investment advisory services and products offered by APC can be found within APC’s Form ADV Part 2A Brochure (“the Brochure”) available on APC’s website http://alphapeak.com. In addition to providing certain investment advisory services on behalf of APC as described in the Brochure, individuals associated with Currie Financial Group and Currie Financial Group itself may provide or offer to its clients certain other products or services outside APC’s or its affiliates’ supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”).
Website users are advised that these Other Services are provided and offered exclusively by Currie Financial Group and are not endorsed, provided, offered or supervised by APC or its affiliates.
This website may contain concepts that have tax, accounting and legal implications. This material is for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters. Individuals also are advised to verify that the host of this website is qualified to provide tax and/or legal advice. APC does not provide tax or legal advice and, as such, does not endorse, review or supervise the website in connection with any tax or legal advice. If you base a decision on information contained on this website, you will be solely responsible for that decision.
This website (and its content within) is hosted and updated by Faulkner Media Group, an independent, third party entity that is not affiliated with or controlled by APC. As such, APC does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein. AlphaPeak Capital, LLC (“APC”) / AlphaPeak Brokerage, LLC (“APB”) DISCLOSURE LIBRARY 8.2.18 Revised Final Page | 2
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide investment advisory or other services by APC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.
It is important that you do not use e-mail to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed.