Charles Schwab Disclosure

IMPORTANT NOTICE

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Schwab is a registered broker-dealer, and is not affiliated with First Oak Wealth Management or any advisor(s) whose name(s) appear(s) on this website. First Oak Wealth Management is/are independently owned and operated. [Schwab neither endorses nor recommends First Oak Wealth Management, unless you have been referred to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with First Oak Wealth Management under which Schwab provides First Oak Wealth Management with services related to your account. Schwab does not review the First Oak Wealth Management website(s), and makes no representation regarding information contained in the First Oak Wealth Management website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.