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The Advisory Group is dedicated to providing financial guidance to individuals and families in Davenport, IA, and the surrounding areas. We offer retirement planning, investment management, tax efficiency strategies, and more to help you navigate important financial decisions. Whether you’re preparing for retirement, managing investments, or planning for the future, our team is here to support you.

Davenport, IA

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Check the background of your financial professional on FINRA’s BrokerCheck

Brian Nauman IA Insurance License No.266151 Bradley Nauman IA Insurance Lic No.19873794. Lucas Dengler IA Insurance License No. 19220122. Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.

The Advisory Group, Inc. and PlanMember Securities Corporation are independently owned and operated.

Investors should carefully consider the investment objectives, risks, charges, and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.

CONTACT US

Start Planning Your Financial Future Today

Davenport, IA

Fresh Insights, Direct to You.

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