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Item 1 Cover Pageant 2A of Form ADV: Firm Brochure Linden Wealth Management LLC 106 South Oak Park Avenue Suite 204 Oak Park, IL 60302 Telephone: 7089487111 Email: gadowney@lindenwm.com Website: www.lindenwm.com January

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How to fill out form adv part 2a

01

To fill out Form ADV Part 2A, follow these steps: 1. Start by entering the name of your investment advisory firm and its address.

02

Provide your firm's contact information, including phone number and email address.

03

Provide details about your firm's ownership structure, including any parent companies or subsidiaries.

04

Explain your firm's business and investment strategies.

05

Provide information about your firm's employees, including their qualifications and any disciplinary history.

06

Outline your firm's fee schedule and how you calculate fees for clients.

07

Disclose any conflicts of interest that may exist, such as compensation arrangements or affiliations.

08

Provide information about any legal or disciplinary events involving your firm or its employees.

09

Finally, review the completed form for accuracy and completeness before submitting it.

Who needs form adv part 2a?

01

Form ADV Part 2A is required for all investment advisory firms that are registered with the Securities and Exchange Commission (SEC).

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What is form ADV Part 2A?

Form ADV Part 2A is a regulatory document that investment advisors must provide to clients, detailing their services, fees, and investment strategies.

Who is required to file Form ADV Part 2A?

All registered investment advisors with the SEC or state regulators are required to file Form ADV Part 2A.

How to fill out Form ADV Part 2A?

Form ADV Part 2A must be filled out accurately with detailed information regarding the advisor's business, services offered, fees, and conflicts of interest, following the guidelines set forth by the SEC.

What is the purpose of Form ADV Part 2A?

The purpose of Form ADV Part 2A is to provide clients with clear and concise information about an advisor's qualifications, investment strategies, and compensation structure to facilitate informed decision-making.

What information must be reported on Form ADV Part 2A?

Form ADV Part 2A requires the reporting of information such as the firm's services, fees, disciplinary information, business practices, and any conflicts of interest.

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