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HOA Evaluation Submission

If you are a member or manager of an HOA and would like an assessment of its current financial options, please complete this form.
Future Expense page for each HOA (up to 30)
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LOCATION

11650 S State St Suite 200
Draper, UT 84020

CONTACT

Email: info@DKFinNet.com
Phone: 801-810-7225
 

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DK Financial Network is affiliated with Lone Peak Advisers, LLC and Transitional Broker, LLC. Lone Peak Advisers, LLC (LPA), is an SEC Registered Investment Advisor.

To check LPA's SEC Registrations status, go to https://adviserinfo.gov/ and enter CRD #296772 under "firm" tab. All offers made or implied are exclusively made by LPA on a discretionary basis and may not be honored outside the LPA network. Any investment recommendations are based on a fiduciary standard but still involve the risk of loss.

Returns are hypothetical and for illustration purposes only and are designed to reflect the advantages that could result by utilizing the services of a fiduciary advisor. The LPA Website and other content may discuss specific investment ideas; however, these are subject to your risk tolerance and should not be considered advice or a recommendation. Consult your dedicated LPA Advisor for fiduciary recommendations suitable to your personal situation or the advice of your current financial or tax advisor.

Investment Advisory services offered through Lone Peak Advisers, LLC. Securities offered through Transitional Broker, LLC (CRD# 304313), an SEC registered Broker-Dealer and Member FINRA/SIPC. Information about Transitional Broker, LLC is available on FINRA’s BrokerCheck at https://brokercheck.finra.org/.

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