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Disclosures

Here you can find important disclosures on the various policies, features, and agreements pertaining to the services we offer. Please review these documents and keep a copy for your records. Click on each link to download the disclosures.

Michael Beatty – ADV Brochure

Mahesh Odhrani – ADV Brochure

Jr Planas – Adv Brochure

CIRA Form ADV 2A

Form CRS

Form CRS Supplement

CIRA Privacy Policy

Regulation Best Interest

Online Privacy Statement

Website Terms of Use

SWD Business Continuation Plan Notice

Social Media/Marketing Disclosure:

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Strategic Wealth Design and Cambridge are not affiliated.

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Content/Posts pertaining to fixed insurance services do not relate to securities or advisory services, and are no affiliated with Cambridge.

 

Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

Email: StrategicWD

Fax: 702-907-6444

Office Hours:

Monday: 8:00am-5:00pm

Tuesday: 8:00am-5:00pm

Wednesday: 8:00am-5:00pm

Thursday: 8:00am-5:00pm

Friday: 8:00am-5:00pm

Saturday: By Appointment

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Strategic Wealth Design