Skip to main content

Plexus Financial Services

Allison Winge Attends Institutional Investors Seminar

Plexus Financial Services, LLC Executive Vice President Allison Winge is attending the Retirement Plan Advisor Summit today hosted by Institutional Investors in downtown Chicago.

Plexus Financial Services, LLC is a retirement advisory firm based in Deer Park, Illinois with offices in Dallas and Oklahoma City.

To learn more about Plexus Financial Services, LLC services and how to tackle your 401(k) plan priorities, contact a PFS retirement representative at 847-307-6222 or communications@plexusfs.com.

 

Disclosure

Plexus Financial Services, LLC (“PFS”) does not provide specific investment, tax, and/or legal advice and the information referenced/provided is not specific to any company’s or individual’s circumstances. The materials referenced/provided are general in nature and provided for educational purposes based upon publicly available information from sources believed to be reputable and reliable; we cannot assure the accuracy or completeness of these materials and caution you to use personal diligence in review before relying or acting upon any information presented. Videos, photos, and images should not be construed as an endorsement of the adviser. Information presented is believed to be factual and up-to-date, but PFS does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Any general information referenced/provided is not to be construed as personalized investment, tax, and/or legal advice. Always consult an advisor, attorney and/or tax professional regarding your specific situation. 

This communication does not provide any information regarding any offers or services directly provided by PFS. The information referenced/provided is not to be considered an offer to buy or sell, or a solicitation of any offer. Hyperlinks are provided as a convenience and we disclaim any responsibility for information, services or products found on pages linked hereto. It is unlawful to post unauthorized or copyrighted materials to this or any site. Please note firms have differing policies around interacting with social media and advisors should check with their respective compliance departments before joining and/or interacting with this site.

PFS is a wholly owned subsidiary of The Plexus Groupe, LLC. Advisory services are offered through Plexus Financial Services LLC, a registered investment advisor with the SEC which transacts business in states where it is properly registered, or is excluded or exempted from registration requirements, member FINRA www.finra.com,  and the SIPC www.sipc.com. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

You may request receipt of PFS’s Form ADV, Privacy Policy Statement, Code of Ethical Behavior, and Conflict of interest Policy at any time by written request to info@plexusfs.com. For additional details or questions regarding this or any information provided by or related to PFS please visit our website at www.plexusfs.com located at 21805 Field Parkway, Suite 300, Deer Park, Illinois 60010. To contact us by phone please call (847) 307-6222. 

PFS will not treat any social media status update as a formal complaint. If you would like to register a complaint, please contact PFS directly using the information referenced above. PFS is not affiliated with Facebook, LinkedIn or other social media companies/sites. PFS does not control, is not responsible for and does not expressly or otherwise adopt or endorse any comments, opinions or expressions made by LinkedIn users, or the content, advertising, products, advice, opinions, recommendations or other content or materials on or available directly or via hyperlinks from this or any other webpage or any website owned or operated by a third party. While we welcome your comments, we reserve the right to remove any comments that we, in our sole discretion, believe may be unlawful, abusive, offensive, or inappropriate.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck