Classic Asset Management, LLC, 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 securities regulators nor does it indicate that the advisor 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 a doing business as (DBA).
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)
