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Form CRS Client Relationship Summary
Securities offered through LPL Financial, a Member FINRA/SIPC. Investment advice offered through V Wealth Advisors, LLC a registered investment advisor. V Wealth Advisors LLC and Balzer Investment Management LLC are separate entities from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the states they are registered in or exempt from registration.
V Wealth Advisors representatives provide investment advisory services through V Wealth Advisors, LLC under various business names including - Balzer Investment Management, Instrumental Advisors, Lucas Wealth Strategies, Metcalf Partners, Trimble Investment Group, Paschang & Associates, Wilborn Advisors, MTXE Capital Partners, V Wealth Management and V Wealth Advisors and the entities listed above are separate entities from LPL Financial.