Classic, LLC and Classic Asset Management, LLC, only transact business in states where they are properly registered, or are excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.
Securities offered through Classic, LLC, member FINRA/SIPC. Advisory services offered through Classic Asset Management, LLC. A SEC Registered Investment Advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Form CRS (PDF)
