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Tax Management Services, Inc. • TMSmoney.com 828 Cherry Street, Green Bay, WI 54301 • 920.432.1985 566 Red Bird Circle, De Pere, WI 54115 • 920.632.4375 Financial Planning • Tax Planning • Small Business Accounting • Home Mortgages • Individual & Group Life, Health, Disability, Medicare IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Ø Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Ø Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: FL, IA, MI, MN, OK, WI
Securities and advisory services offered through SII Investments, Inc.® ©2011 Tax Management Services, Inc. All Rights Reserved.
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