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Logos Financial Group LLC Educational Seminars / Speaking Engagements AgreementClient Name: Client Name: THIS AGREEMENT between Logos Financial Group LLC (\” Advisor\” or LEG) and the Client,
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Gather all necessary documents such as personal identification, proof of income, and investment goals.
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Morningstar Investment Services LLC is a registered investment advisor that provides investment management services and advice to clients.
Morningstar Investment Services LLC is required to file with the Securities and Exchange Commission (SEC) as it is a registered investment advisor.
Morningstar Investment Services LLC must fill out the required forms and reports as outlined by the SEC and follow all regulations for reporting and disclosure.
The purpose of Morningstar Investment Services LLC is to provide investment management services and advice to clients to help them achieve their financial goals.
Morningstar Investment Services LLC must report information such as client assets under management, investment strategies, fees charged, and any conflicts of interest.
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