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Food Financial Planning LLC 221 1st Ave SW Suite 202 Rochester, MN 55902 (Virtual)Form ADV Part 2A Firm Brochure hello@fyoozfinancial.com www.fyoozfinancial.comDated 03/28/2022Item 1: Cover Page This

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How to fill out form adv part 2afirm

01

Obtain form ADV part 2afirm from the Securities and Exchange Commission (SEC) website or from your compliance officer.

02

Start by filling out the general information section, which includes details about your firm's name, address, contact information, and form of organization.

03

Provide information about your firm's ownership structure, including the names and addresses of all partners, shareholders, and directors.

04

Disclose any disciplinary history, conflicts of interest, and other potential risks that may affect your firm's clients.

05

Include information about your firm's fee schedule, services offered, and investment strategies.

06

Review the completed form for accuracy and submit it to the SEC within the required timeframe.

Who needs form adv part 2afirm?

01

Investment advisors and firms registered with the Securities and Exchange Commission (SEC) are required to fill out form ADV part 2afirm.

02

It is a mandatory regulatory requirement for firms providing investment advice to clients.

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What is form adv part 2afirm?

Form ADV Part 2A is a disclosure document that investment advisers must provide to prospective clients before or at the time they enter into an investment advisory contract.

Who is required to file form adv part 2afirm?

Investment advisers registered with the SEC or state regulatory authorities are required to file Form ADV Part 2A.

How to fill out form adv part 2afirm?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2afirm?

The purpose of Form ADV Part 2A is to provide clients with information about an investment adviser's business practices, conflicts of interest, and services offered.

What information must be reported on form adv part 2afirm?

Form ADV Part 2A requires investment advisers to disclose information such as fees charged, investment strategies employed, and disciplinary history.

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