Securities offered through Peak Brokerage Services, member FINRA / SIPC. Investment advice offered through Rooted Wealth Management as a DBA of Ascentis Independent Advisors (AIA). AIA is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Communication from an adviser may provide insight for determination of Advisor retention. Peak and Rooted Wealth Management/AIA are not affiliates.
Rooted Wealth Management may provide services only in states in which it is registered and/or exempt.
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