Chisholm Trail Financial
See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.
Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC, are not a deposit, not FDIC-insured, not insured by any federal government agency, not guaranteed by R Bank and may go down in value.
R Bank is not affiliated with Osaic FS, Inc.
Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
LFS-6961341-082724