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Form ADV Part 2A and 2B INVESTMENT ADVISOR BROCHURE AND BROCHURE Supplemented 1: Cover Page Name of Firm Address Phone Number Website Address Email Address Date of BrochureCertified Planners, Inc.
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01
Decide on the target audience for the brochure.
02
Gather all the necessary information about the investment advisor, including their qualifications, experience, services offered, and investment strategies.
03
Create an outline for the brochure, including sections such as an introduction, services offered, investment approach, and contact information.
04
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Who needs investment advisor brochure?

01
Individuals looking for professional financial advice and guidance on investments.
02
Businesses or organizations seeking investment management services.
03
Financial institutions wanting to showcase their investment advisors and services to clients.
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Investment advisor brochure is a document that provides information about an investment advisor's qualifications, services, fees, and potential conflicts of interest.
Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file an investment advisor brochure.
Investment advisors can fill out the brochure by providing accurate and complete information about their firm, services, fees, and any potential conflicts of interest.
The purpose of investment advisor brochure is to provide clients with important information about the investment advisor's background, services, and fees so they can make informed decisions about their investments.
Information that must be reported on an investment advisor brochure includes the advisor's educational background, work experience, fees, services offered, and any disciplinary history.
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