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Office: (952) 769-2140

2 Carlson Parkway North

Suite 320

Plymouth, MN 55447

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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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

We have individuals licensed to sell insurance products in the following jurisdictions: AZ, CA, CO, DE, FL, GA, HI, IL, IN, IA, KY, MI, MN, MS, MT, NE, NC, SD, TN, TX, UT, VA, WA, WI

We have individuals licensed to offer securities in the following jurisdictions: AZ, AR, CA, CO, DE, FL, GA, HI, IL, IN, IA, KS, KY, MA, MI, MN, MS, MO, MN, NE, NJ, NM, NY, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

California Insurance Licensing:
Michael McConachie, domiciled in Minnesota, CA Insurance License # 4178642
Faris Nagle, domiciled in Minnesota, CA Insurance License # 0K88086
Ronald Koehler, domiciled in Illinois, CA Insurance License # 0M61113

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Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Office: 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402. 612-333-1413. Charterpoint Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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