Private Wealth Management.
“Two roads diverged in a wood, and I - I took the one less traveled by, and that has made all the difference.” ~Robert Frost
ADV Part 3 Relationship Summary for WorkOptional, Inc.
As of June 30, 2020
Work Optional, Inc. is an Investment Adviser registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide and fees we charge are different than those of a broker-dealer, and that it is important to understand the difference between the two.
Please click here for a complete summary and definitions of ADV Part 3 relationship
Margaret Leto June 30th, 2020
Posted In: Uncategorized
Tags: asset management, Financial consulting, financial planning in Plymouth, investment advisor, Retirement Planning
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Marc D. Langva CFP®, Jason P. Clark MBA, CFP®, and
Jaime L. Langva CFP® were awarded Five Star Wealth Manager status for best in client satisfaction as seen in Minneapolis/St. Paul and Twin Cities Business Magazines. Click learn more for details about the individual awards and read the full disclosure.
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