Pioneer Wealth Management is dedicated to helping you pursue your financial goals through comprehensive wealth management strategies. It is important to understand the relationship between Pioneer Wealth Management and LPL Financial. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, member of FINRA and SIPC. Pioneer Bank and Trust and Pioneer Wealth Management are not registered as a broker/dealer or investment advisor.
When you work with Pioneer Wealth Management, you are partnering with financial professionals who are registered representatives of LPL Financial and may also be employees of Pioneer Bank and Trust. These professionals offer a range of products and services through LPL Financial or its affiliates. It’s crucial to recognize that LPL Financial and its affiliates are separate entities from Pioneer Bank and Trust and Pioneer Wealth Management.
Investments offered through LPL Financial are subject to investment risks. These investments are Not Insured by FDIC or Any Other Government Agency – Not Bank Guaranteed – Not Bank Deposits or Obligations – May Lose Value. This means your investment principal is not protected by FDIC insurance or bank guarantees and you could lose money.
The financial professionals associated with Pioneer Wealth Management are authorized to discuss and conduct securities business with residents in specific states including: AL, AK, AZ, CA, CO, DC, FL, IA, ID, IL, KS, MN, MT, ND, NC, NE, NM, NV, OK, OR, SD, TX, UT, WA, WI, WV, and WY.
Pioneer Wealth Management refers clients to financial professionals at LPL Financial, and LPL Financial compensates Pioneer Wealth Management for these referrals. This referral arrangement presents a potential conflict of interest as it incentivizes Pioneer Wealth Management to make referrals. Pioneer Bank and Trust is not currently a brokerage or advisory client of LPL Financial.
For complete details regarding this relationship, please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code provided for further information.
