Classic Asset Management, LLC (dba Financial Strategies Group) is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and only transacts business in states where it is properly registered or are excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.
Securities offered through Aurora Securities, Inc. (ASI) Member: FINRA/SIPC. Advisory services offered through Classic Asset Management, LLC (CAM) and through Secure Asset Management, LLC (SAM), Registered Investment Advisors. ASI and SAM are affiliated companies and maintain common ownership. CAM is not affiliated with ASI. Financial Strategies Group is the DBA (doing business as) for Classic Asset Management, LLC, Secure Asset Management and Aurora Securities, Inc.
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)
