Important Legal Notices

Recommendations - This site does not intend to make an offer or solicitation for the sale or purchase of securities. Offers can be made by prospectus only. Securities are offered through Workman Securities Corporation (WSC), 6500 City West Parkway, Suite 350  Eden Prairie, MN 55344. WSC is a member of FINRA/SIPC. 1-800-225-6465.

Clearing Services - Workman Securities Corporation utilizes the clearing services of: Dain Correspondent Services for certain transactions.  Dain Correspondent Services is located at 510 Marquette Ave, Level C-1, Minneapolis, MN 55402.

Customer Identification Program Notice - All financial institutions, including our firm, are required by federal law to obtain, verify and record identity information for each person opening an account.

Breakpoint Disclosure Statement - Important information about mutual fund sales charges, management fees and breakpoint discounts.

Business Continuity Statement - Our commitment to plan for and respond to unexpected business distruptions.

Privacy Notice - Summary of personal information that we never share and data we may share with third parties on your behalf.