Disclosures

Gardner Financial

Securities by licensed individuals offered through Gardner Financial Services, Inc. 8421 Wayzata Blvd. Suite 350, Minneapolis, MN 55426. Phone: 952.935.4601. Member FINRA, SIPC License Number 9753.

Minnesota Financial Planner Disclosure

Wixon Advisors, Inc. is primarily engaged in the business of financial planning and asset management. Insurance and investment products are available in a custom-tailored financial planning package.

William B. Wixon is licensed in the State of Minnesota as an Investment Adviser. This license entitles them to offer securities to including mutual funds, annuities, real estate investment trusts, stocks, bonds and money market instruments. He is also licensed as an Insurance Agent (MN38952) offering life, disability, long-term care, medical and denta

Compensation may be based on commissions generated from the sale of products and fee schedules. Hourly rates may be charged for financial planning or consultations. It is the intent of WFS to fully disclose all fees to the investor.

Privacy Protection Policy

At Wixon Advisors, Inc., protecting your privacy and the confidentiality of your personal information is important to us. We value your business and the trust bestowed upon us. As your financial adviser, we collect, retain and use personal information about our customers to provide products and services, namely financial planning. We may collect the following categories of non-public personal information about you: Information we receive from you, through application for products, services or other forms; and information about your transactions with us, our affiliates or with non-affiliated third parties. We do not disclose your information to any non-affiliated third parties.

Web site Disclosure

This web site is published in the United States for residents of the United States. Investment services and products are not available in those jurisdictions where they are not authorized or permitted by local law to promote or sell the services and products. Wixon Advisors, Inc. conducts business only in states where they are licensed and registered.

USA Patriot Act Customer Disclosure

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens a financial account. What this means for you: When you open an account, we will ask you for your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents.

ADV Part II

The ADV Part II document summarizes our practice -- what we do, our fees, etc. You can take a look at it in PDF form here.