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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered

investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are

offered through LPL or its licensed affiliates. Regional Missouri Bank and Regional Missouri Financial Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Regional Missouri Financial Planning, and may also be employees of Regional Missouri Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Regional Missouri Bank or Regional Missouri Financial Planning. Securities and insurance offered through LPL or its affiliates are:

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA the represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: Missouri, Alabama, Arkansas, California, Colorado, Illinois, Iowa, Kansas, Nebraska, North Dakota, Oklahoma, Texas, Georgia, Nevada, and South Carolina

Your Bank (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

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