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 Advisor. This license entitles Wixon Advisors, Inc. to offer securities including mutual funds, real estate investment trusts, stocks, bonds and money market instruments. He is also licensed as an Insurance Agent (MN38952) offering life, disability, and long-term care.

Compensation for insurance products 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 Wixon Advisors, Inc. 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 advisor, 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.

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.

Website Disclosure

This website 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.

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 here.  Our Wrap Brochure is here.

 

 

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