Important Consumer Disclosure
Hopkins Financial Advisors, LLC (“HFA”) is an SEC registered investment advisor located in the State of Minnesota. HFA and Quantitative Advantage, LLC (collectively, the “Advisors”) and are not affiliated in any way. Quantitative Advantage manages individual portfolios for HFA. The Advisors may only transact business in those states in which the Advisors are notice filed, or qualify for an exemption or exclusion from notice filing requirements. HFA’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of HFA’s web site on the Internet should not be construed by any consumer and/or prospective client as the Advisors solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of the Advisors, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of HFA’s current written disclosure statement discussing its business operations, services, and fees is available from HFA upon written request. HFA does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to HFA’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
Important Seminar Disclosure
Past performance of the QA model portfolios may not be indicative of future results and the performance of a specific individual client account may vary substantially from the composite results above in part because client accounts may be allocated among several portfolios. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable.
Hopkins Financial Advisors, LLC, and The Quantitative Advantage, LLC (the "Advisers") are both registered investment advisers. Quantitative Advantage manages individual portfolios for Hopkins Financial Advisors but there is no common control, ownership, or other relationship other than as stated. The Advisers and their representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which the Advisers maintain clients. For information pertaining to the registration status of the Advisers, please contact the Advisers or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about the Advisers, including fees and services, send for their disclosure statements as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money.
As part of the FIVE STAR selection process, Crescendo business services surveyed by mail and phone approximately 46,000 consumers in the Twin cities area, and sent an additional 5,000 surveys to various financial service industry companies and personnel. On the surveys, participants were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. You can visit Crescendo business services website at www.fivestarprofessional.com to learn more about the research process. The rating may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. The rating is not indicative of the future performance of Hopkins Financial Advisors, LLC’s or John Jelinek. No fee was paid by John or HFA for this participation or selection. |