Planwealth Inc. is a comprehensive financial services firm committed to helping our clients improve their long-term financial independence. Our customized programs are designed to help grow, potentially lower the overall risk of and conserve our clients’ assets by striving to deliver a superior level of personalized service and expertise.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at lknoble@osaicwealth.com or jeffbenson@osaicwealth.com or call us at 815-895-7526. We look forward to hearing from you.
Jeffrey A. Benson and Larry H. Knoble are Registered Representatives of and offer securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Minnesota, Missouri, Montana, Ohio, Oregon, South Carolina, Texas, Virginia, Washington and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer “BD”, investment advisor “IA”, a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment advisor, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.