CLIENT PORTAL

Disclosures

Wakefield Wealth Management, LLLP is a SEC registered investment advisers whose principal office is located in Colorado. An adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this website is directed toward U.S. residents only.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Company.

  • Wakefield Wealth Management, LLLP is a SEC registered investment advisers whose principal office is located in Colorado. An adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this website is directed toward U.S. residents only.
  • All clients are advised that it remains their responsibility to advise their financial advisor or Wakefield Wealth Management, LLLP of any changes in their investment objectives and/or financial situation.
  • This website is a publication of Wakefield Wealth Management, LLLP. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.
  • Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.
  • Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
  • The publication of this web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Wakefield), will be profitable or equal any historical performance level(s).
  • Certain portions of Wakefield’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Wakefield (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Wakefield, or from any other investment professional. Wakefield is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
  • Wakefield does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
  • Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
  • Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation, certification, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wakefield Asset Management, LLLP is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Wakefield Asset Management, LLLP did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Wakefield Asset Management, LLLP by any of its clients. Wakefield Asset Management, LLLP’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

Disclosures

Wakefield Wealth Management, LLLP is a SEC registered investment advisers whose principal office is located in Colorado. An adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this website is directed toward U.S. residents only.

  • Wakefield Wealth Management, LLLP is a SEC registered investment advisers whose principal office is located in Colorado. An adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Information on this website is directed toward U.S. residents only.
  • All clients are advised that it remains their responsibility to advise their financial advisor or Wakefield Wealth Management, LLLP of any changes in their investment objectives and/or financial situation.
  • This website is a publication of Wakefield Wealth Management, LLLP. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made.
  • Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein.
  • Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
  • The publication of this web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Wakefield), will be profitable or equal any historical performance level(s).
  • Certain portions of Wakefield’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Wakefield (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Wakefield, or from any other investment professional. Wakefield is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
  • Wakefield does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
  • Hyperlinks on this website point are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto.
  • Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation, certification, or license should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Wakefield Asset Management, LLLP is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, Wakefield Asset Management, LLLP did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Wakefield Asset Management, LLLP by any of its clients. Wakefield Asset Management, LLLP’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

WAKEFIELD WEALTH MANAGEMENT

7887 East Belleview Avenue Suite 800
Englewood, CO 80111

(303) 771-0630

investorrelations@wakefieldinc.com