Trailhead Planners, LLC is a state registered investment advisor whose principal office is in Portland, Oregon, with an additional office in Minneapolis, Minnesota. The advisor 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.
All clients are advised that it remains their responsibility to advise Trailhead of any changes in their investment objectives and/or financial situation.
This website is a publication of Trailhead Planners, LLC. 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.
Hyperlinks on this website are provided as a convenience only, and we disclaim any responsibility for the accuracy of information on any other website linked hereto. Information on this website is directed toward US residents only. Trailhead is a state registered firm and only transacts business in states where it is properly registered, excluded, or exempted from registration requirements.