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Steven Erickson
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Steven Erickson

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Wealth Investment Services, LLC

 

Corporate Office

201 NE Park Plaza Drive, Suite 200
Vancouver, WA  98684
(360) 309-5859 Phone
 
 
 

FORMS CRS

 

PRIVACY POLICY and FORM ADV

 

Wealth Investment Services, LLC offers Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services are offered through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. Insurance products are offered through Concorde Insurance Agency, Inc. (CIA). Wealth Investment Services, LLC is independent of CIS, CAM, and CIA. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please refer to the above links.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced on this site are available in every state through every advisor listed. For additional information please contact (360) 433-9563.

Wealth Investment Services, LLC does not offer tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.

There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions, and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks, development risks, long hold periods and potential loss of the entire investment principal. Past performance is not a guarantee of future results.  Potential cash flow returns and appreciation are not guaranteed. IRC Section 1031 is a complex tax concept; consult your legal or tax professional regarding the specifics of your particular situation. This is not a solicitation or an offer to sell any securities. DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as fraudulent transfers. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.

Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professionals. Be sure to read the prospectus carefully before deciding whether to invest. 

The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered. 

Asset Allocation does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.

Options are not suitable for all investors. There are risks involved in any option strategy. Individuals should not enter into option transactions until they have read and understood the option disclosure document titled "Characteristics and Risks of Standardized Options," which outlines the purposes and risks of option transactions. This booklet is available from your Financial Advisor or at OCC - Characteristics & Risks of Standardized Options.  Supporting documentation of claims will be supplied upon request.

 

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