Market Street Wealth Management LLC (“Advisor”) is a Registered Investment Advisor (“RIA”), registered with the U.S. Securities and Exchange Commission (“SEC”). Advisor provides investment management and advisory services for clients nationally. Advisor will notice file and maintain all applicable licenses as required by the various states in which the Advisor conducts business, as applicable.
The Advisor renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about the Advisor. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally available information and are believed to be reliable. The Advisor does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
The Advisor will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and Part 2B (“Brochure Supplement”) for each advisory person supporting a particular client. The Disclosure Brochure and Brochure Supplement are updated at least annually and available upon request. You may also obtain a copy on the SEC website at http://adviserinfo.sec.gov.
The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the SEC.
Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background.
If you have any questions regarding these disclosures, please Contact Us.
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: AZ;CA;CO;CT;DE;FL;MD;NC;NJ;PA;SC;TX;VA, Andy Thrift: DE;FL;PA;NC;NH;NJ, Matt Eichert: AZ;CA;CO;DE;FL;GA;MD;MI;NJ;NY;PA, Matt Dodge: NC;PA;VA, Jeff Leppert: AZ;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, Mark Meloro: DE;FL;IN;NC;NJ;PA, Troy Vogt: DE;FL;MD;NC;NJ;PA, Aaron Stern: AZ;CA;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, and Richard Elias: PA. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.