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Firm Brochure (Part 2a of Form ADV)Wiser Wealth Management, Inc. 125 Church Street NE, Suite 220 Marietta, GA 30060 P (678) 9054450 F (678) 2640989 CRD # 125282 www.wiserinvestor.com education wiserinvestor.com

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How to fill out protracker form adv2

01

To fill out the Protracker Form ADV2, follow these steps:

02

Download the Protracker Form ADV2 from the official Protracker website.

03

Open the form using a PDF reader software.

04

Start by providing your basic information, such as your name, address, and contact details, in the designated fields.

05

Move on to Section 1, which requires you to provide information about your investment adviser business. Fill out each sub-section accordingly.

06

In Section 2, disclose any criminal or regulatory events, lawsuits, or other legal proceedings that may impact your ability to serve as an investment adviser.

07

Proceed to Section 3, where you need to disclose any financial and disciplinary events that have occurred in the past.

08

Fill out Section 4, which requires information about your direct or indirect owners, including their names, addresses, and roles within the business.

09

Provide information about your advisory affiliates and private fund reporting requirements in Section 5.

10

In Section 6, disclose any other business activities you or your advisory affiliates are engaged in.

11

If you manage pooled investment vehicles, fill out Section 7 to provide details about them.

12

Review the form thoroughly to ensure all information is accurate and complete.

13

Once you are confident with the provided information, sign and date the form.

14

Submit the completed Form ADV2 to the appropriate regulatory authority or organization as per their guidelines.

Who needs protracker form adv2?

01

Protracker Form ADV2 is needed by investment advisers or firms who are required to register with the appropriate regulatory authority. It is a crucial document for compliance and transparency purposes.

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What is protracker form adv2?

Protracker form adv2 is a form used for reporting certain financial information by investment advisors.

Who is required to file protracker form adv2?

Investment advisors are required to file protracker form adv2.

How to fill out protracker form adv2?

Protracker form adv2 can be filled out electronically through the SEC's Investment Adviser Registration Depository (IARD) system.

What is the purpose of protracker form adv2?

The purpose of protracker form adv2 is to provide transparency and accountability in the financial industry by requiring investment advisors to disclose certain information.

What information must be reported on protracker form adv2?

Protracker form adv2 requires information such as assets under management, fees charged, conflicts of interest, and disciplinary history.

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