DISCLOSURES
Firm documents
and disclosures.
Everything a client or prospective client should be able to find without asking. If something you need isn’t here, call us and we’ll send it.
Registration
Venn Wealth & Benefit Services, LLC is an investment adviser registered with the Commonwealth of Pennsylvania Department of Banking and Securities. Registration as an investment adviser, or as an investment adviser representative, does not imply any level of skill or training. Additional information about the firm (CRD # 129865) and its investment adviser representatives is available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.
General information only
This site has been published in the United States for residents of the United States. The information on it has been prepared solely for informational purposes. It is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument, and it is not a recommendation to participate in any particular trading or investment strategy.
Nothing on this site is intended as tax or legal advice. Please consult a qualified tax or legal professional regarding your individual situation.
Investment risk
Any descriptions of services or strategies are for general information only and do not take into account any particular investment objective, risk tolerance, financial situation or need. Not all strategies are suitable for all investors. All investing involves risk, including the possible loss of principal, and there is no assurance that any strategy will achieve its objectives. For a complete description of investment risks, fees and services, review the firm's Form ADV Part 2A brochure.
Assessments and tools
Assessments offered through this site, including the Fiduciary Risk Health Score, are educational tools. Results are based solely on the responses provided, are general in nature, and are not an audit, a legal or compliance opinion, or individualized investment advice. They are not a substitute for a review of your plan documents and circumstances by qualified professionals.
Third-party links
This site links to websites operated by other companies, including the Venn client portal and the client website of Charles Schwab & Co., Inc., the firm's custodian. Charles Schwab & Co., Inc. is a separate company and is not affiliated with Venn Wealth & Benefit Services, LLC.
These links are provided for convenience only. We do not control those sites and are not responsible for their content, accuracy, availability, security or privacy practices, and a link is not an endorsement or a recommendation of any company, product or service. Once you leave this site, the terms of use and privacy policy of the site you are visiting apply, and you should review them.
Privacy
Information submitted through forms on this site is used only to respond to your enquiry and, where you have asked for it, to send you updates. We do not sell your personal information. Our privacy notice describes what we collect and how it is handled.
Please do not send account numbers, Social Security numbers or other sensitive personal information through the forms on this site or by unencrypted email.
Contact
Venn Wealth & Benefit Services, LLC
210 East Plank Road, Suite 1C, Altoona, PA 16602
(814) 943-3660 ·
info@vennwealth.com