DISCLOSURES
Sky Ridge Wealth Management LLC
WEBSITE CONTENT
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sky Ridge Wealth Management LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
REGISTRATION INFORMATION
Advisory services are offered through Sky Ridge Wealth Management LLC; an investment advisor firm domiciled in the State of Colorado. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
INFORMATION ABOUT PROFESSIONAL DESIGNATIONS AND EDUCATION
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for it's (1) high standard of professional education; (2) stringent code of conduct and standard of practice; and (3) ethical requirements that govern professional engagements with clients. To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:
Education - Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board's studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor's Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board's financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
Examination - Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one's ability to correctly diagnose financial planning issues and apply one's knowledge of financial planning to real world circumstances;
Experience - Complete at least three years of full-time financial planning related experience (or the equivalent, measured as 2,000 hours per year); and
Ethics - Agree to be bound by CFP Board's Standard of Professional Conduct, a set of documents outlining the ethical practice standards for CFP® professional.
Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:
Continuing Education - Complete 30 hours of continuing education course every two year, including two hours of the Code of Ethics and other parts of the Standards of Profesional Conduct, to maintain competence and keep up with the developments in the financial planning field; and
Ethics - Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals prove financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interest of their clients.
CFP®professional who fail to comply with the above standards and requirements may be subject to CFP Board's enforcement process, which could result in suspension or permanent revocation of the CFP® certification.
Additional information about the firm, other advisory firms, or an associated investment advisor representative is available on the Internet at www.adviserinfo.sec.gov. A search of this site for firms may be accomplished by firm name or a unique firm identifier, known as an IARD or CRD number. The IARD number for Sky Ridge Wealth Management LLC is 285137. The business and disciplinary history, if any, of an investment advisory firm and its representatives may also be obtained by calling the Colorado Department of RegulatoryAgencies Division of Securities at (303) 894-2320.