Papa Wealth Management, LLC

Legal

Disclosures

The required detail, in one place and in readable type.

Affiliations

Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC. Papa Wealth Management is not affiliated with Osaic Wealth, Inc. or Osaic Advisory Services, LLC.

State registrations

The financial registered representatives associated with this site may only discuss and transact securities business with residents of the following states:

  • Alabama (AL)
  • Colorado (CO)
  • Florida (FL)
  • North Carolina (NC)
  • South Carolina (SC)
  • Virginia (VA)

Nothing on this site is an offer or solicitation to sell securities or investment advisory services in any jurisdiction where we are not appropriately registered or exempt from registration.

Background checks

You can check the background of your financial professional on FINRA’s BrokerCheck. Form CRS documents are available for Osaic Wealth and Osaic Advisory Services.

Illustrations and hypothetical examples

This site contains interactive tools and worked examples. Every one of them is hypothetical and for educational purposes only.

Hypothetical illustration for educational purposes only. Not a projection of any actual account and not a recommendation. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal.

The assumptions behind each illustration are shown alongside it. They are chosen to demonstrate a concept, not to predict any outcome, and they do not reflect the fees, taxes, or expenses that would apply to a real account.

General information only

The content on this site is general in nature and does not take into account your particular circumstances. It is not personalized investment, tax, or legal advice, and it should not be relied on as such. We are not attorneys or accountants and do not provide legal or tax advice.

Descriptions of employer benefit plans are drawn from public sources, are general, and may be out of date. Confirm the specifics of your own benefits with your plan administrator before making any decision. We are not affiliated with, endorsed by, or sponsored by any employer named on this site.

Third-party links

Links to third-party sites are provided for convenience. We do not control and are not responsible for their content, and a link is not an endorsement.

Contact

Papa Wealth Management, LLC
101 North Cascade Avenue, Suite 320
Colorado Springs, CO 80903
(719) 228-3630