DisclosureSt. Croix Advisors, LLC (“St. Croix Advisors”) is a
Registered Investment Advisory firm located in Hudson, WI. St. Croix Advisors
and its investment adviser representatives are in compliance with the current
registration and notice filing requirements imposed by the states of Minnesota
and Wisconsin in which St. Croix Advisors conducts its business. As such, St.
Croix Advisors may only conduct business in states in which it is notice filed
or qualifies for an exemption or exclusion from notice filing requirements. For
information about the registration status of St. Croix Advisors, please see St.
Croix Advisors, LLC in the State of Wisconsin’s Department of Financial
Institutions directory: http://www.wdfi.org/fi/securities/licensing/licensee_lists/default.asp?ID=381218&LicenseType=IA
The presence of this website on the Internet should not
directly or indirectly be construed as a solicitation to sell or offer to sell
investment advisory services or enact securities transactions or bestow
personal investment advice for compensation over the Internet. We are able to
provide investment advisory services to residents of Minnesota and Wisconsin
and certain other states. St. Croix Advisors’ website is limited to the sharing
of general information regarding its investment advisory services to
individuals residing in states where providing this information is not legally
prohibited.
All information contained herein is not intended to provide
investment, tax, legal, or other advice. Therefore, use of any content,
information or tools, on this site should not be used in any manner whatsoever
as the receipt or substitute for personal advice from a St. Croix Advisors, LLC
investment adviser representative. Any ensuing communication conducted directly
by St. Croix Advisors with a prospective client shall be carried out by a
representative who is either registered or qualifies for an exemption or
exclusion in the state in which the prospective client resides.
The information contained within this site is taken from sources
that are deemed to be reliable. As such, it is subject to change at any time
and without notice. St. Croix Advisors cannot make representations in regard to
its accuracy, completeness, or appropriateness for any specific individual’s
situation and cannot be held liable for any use or reliance on this
information. In addition, St. Croix Advisors cannot make representations in
regard to the accuracy, completeness, or appropriateness of any third party
information and takes no responsibility for any such third-party information. All
such content (information or tools) is provided strictly for convenience, and
all users should be treated as such.
For additional information regarding St. Croix Advisors,
including fees and services, please contact us to request our disclosure
statement as laid out on Form ADV. You are encouraged to read the disclosure
statement fully prior to investing with St. Croix Advisors.
Contact St. Croix Advisors today to learn more. We are located in Hudson, Wisconsin, and serve a number of areas in Wisconsin including Hudson, Eau Claire,New Richmond, and River Falls, as well as the St. Paul/Minneapolis area in Minnesota. Our services include wealth management, retirement planning, financial planning, estate planning, asset protection, life insurance, long-term care insurance and expenses, to mention a few areas. Our President, Brett Anderson, can assist you with any questions you may have prior to scheduling your first appointment. Brett can be reached at 651-337-1919 or . 
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