PRISM Wealth Advisors LLC

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PRISM Wealth Advisors, LLC

Office Hours:

Mon-Thurs 8:00 am to 5:00pm CST

Friday 8:00 am to 4:00pm CST

Saturdays - By appointment only

208 S. Dodge St, PO Box 675

Algona, IA 50511-2737

Phone: 515-295-9513 800-288-6669

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Fax: 515-295-4374

www.prismwealthadvisors.com

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pbh@berthelrep.com

Important Disclosures and Privacy Policy

Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications

Products and investment advisory services are offered through Berthel Fisher & Company Financial Services Inc (BFCFS) and BFC Planning, Inc. Member FINRA/SIPC. PRISM Wealth Advisors, LLC, BFCFS, and BFC Planning, Inc. are independent entities.

You may obtain a copy of the firms Regulation Best Interest Customer Relationship Summary by clicking the link https://www.berthel.com/disclosures

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