Apricity Wealth Management

Investment advisory services offered through PFG Advisors, LLC, an SEC registered investment adviser. Securities offered through United Planners Financial Services, member FINRA/SIPC. Insurance products offered through approved carriers. Apricity Wealth Management, PFG Advisors, LLC, and United Planners Financial Services are separately owned entities and are not affiliated companies.

United Planners Form CRS

PFG Advisors Form CRS 

Ann Martin is registered to conduct securities business in Arizona, California, Illinois, New Jersey, Oregon and Washington.  This communication is strictly intended for individuals residing in the states listed.  No offers may be made or accepted from outside the specific states referenced.  Insurance-related services may not be provided to individuals residing in any states that Ann is not properly licensed. 

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.