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Office: 502-425-4000

Mobile: 502-333-8295

Fax: 866-657-1207

One Oxmoor Place

101 Bullitt Lane, Suite G-5

Louisville, KY 40222

7,63,65

jim.yockey@wisdomchoice.net

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Dependent on client situations, needs, and best interest, discussions with Wisdom Financial Management LLC may include insurance products. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC to residents of KY (Kentucky Department of Insurance License #318307), IN, OH, WI, GA, MI, MA, PA, TN, VA, WV, AZ, NV, FL, and CA (California Department of Insurance License #OM14511, Expiration Date 1/31/2026). Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through various independent insurance companies. Cambridge and Wisdom Financial Management, LLC are not affiliated. Neither Cambridge Investment Research, Inc., nor Wisdom Financial Management, LLC provide tax or legal advice.

Cambridge's Form CRS (Customer Relationship Summary)