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April 2, 2024

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609 Hwy 54
Suite 300
Black River Falls, WI 54615

abreheim@wealthridgeplanning.com

(715) 284-2240

LPL Financial Form CRS

Advisors associated with Wealth Ridge Planning may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA and SIPC, and investment advisor representatives of Great Valley Advisor Group; or (2) solely investment advisor representatives of Great Valley Advisor Group and not affiliated with LPL Financial. Investement advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Wealth Ridge Planning are separate entities.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be accepted from any resident of any other state. To view current copies of our form ADV Part 2A, Form CRS, and Privacy Policies please click here.