8751 Collin McKinney Pkwy, Ste 903, McKinney, TX 75070

info@wheatgivens.com

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The following documents provide information about our firm and advisors, as well as how we work with clients.

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Office: 214.385.2415

Fax: 214.385.2434

8751 Collin McKinney Pkwy

Ste 903

McKinney, TX 75070

info@wheatgivens.com

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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.

Copyright 2023 FMG Suite.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities offered through United Planners Financial Services Member FINRA/SIPC. Advisory Services are offered through Wheat-Givens Financial, LLC. Wheat-Givens Financial, LLC and United Planners are not affiliated.

Registered to Sell Securities in: AL, AR, AZ, CA, CO, FL, GA, IL, KS, LA, MI, MO, MS, MT, NC, NM, NY, OH, OK, TN, TX, VA, WA, WV.

Wheat-Givens Financial is registered as an investment adviser with the SEC. Our registration does not imply a certain level of skill or training.

ADV Part 2A & 2B

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.