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Primary Office:
35548 County Road 66, Suite 1 - P.O.Box 690 Crosslake, Minnesota 56442 218.692.1015 218.692.1018 (fax) |
2nd Office:
265 N River Street Suite 100- P.O. Box 140 Delano, Minnesota 55328 763.222.7870 763.972.3547 Fax |
Florida Office:
20602 Corkscrew Shores Blvd. Estero, FL 33928 651.587.9725 218.692.1018 (fax) |
Shakopee Office:
8170 Old Carriage Ct N. Suite 246 Shakopee, MN 55379 952.465.3900 |
Investment advisory services offered through AlphaPeak Capital, LLC (“APC”), d/b/a for AlphaPeak Wealth, LLC in AZ and NE, an SEC-Registered Investment Adviser. Spotlight Financial Group (“SFG”) and APC are not affiliated entities. One or more individuals at SFG are registered as investment adviser representatives of APC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by APC on behalf of SFG clients. Additional information regarding the specific investment advisory services and products offered by APC can be found within APC’s Form ADV Part 2A Brochure (“the Brochure”) available on APC’s website http://alphapeak.com.
In addition to providing certain investment advisory services on behalf of APC as described in the Brochure, individuals associated with SFG and the SFG itself may provide or offer to its clients certain other products or services outside APC’s or its affiliates’ supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by SFG and are not endorsed, provided, offered or supervised by APC or its affiliates.
This website may contain concepts that have tax, accounting and legal implications. This material is for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters. Individuals also are advised to verify that the host of this website is qualified to provide tax and/or legal advice. APC does not provide tax or legal advice and, as such, does not endorse, review or supervise the website in connection with any tax or legal advice. If you base a decision on information contained on this website, you will be solely responsible for that decision.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. © 2018, Spotlight Financial Group all rights reserved. 17619 - 2018/5/2
In addition to providing certain investment advisory services on behalf of APC as described in the Brochure, individuals associated with SFG and the SFG itself may provide or offer to its clients certain other products or services outside APC’s or its affiliates’ supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by SFG and are not endorsed, provided, offered or supervised by APC or its affiliates.
This website may contain concepts that have tax, accounting and legal implications. This material is for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters. Individuals also are advised to verify that the host of this website is qualified to provide tax and/or legal advice. APC does not provide tax or legal advice and, as such, does not endorse, review or supervise the website in connection with any tax or legal advice. If you base a decision on information contained on this website, you will be solely responsible for that decision.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. © 2018, Spotlight Financial Group all rights reserved. 17619 - 2018/5/2