BDK Financial Services, Inc. is an independent Registered Investment Adviser located in the State of Indiana. BDK Financial Services, Inc. and its representatives are in compliance with the current notice filing requirements imposed upon SEC registered investment advisers by those states in which we maintain clients. We may only transact business in those states in which there is notice filed or qualifies for an exemption or exclusion from notice filing requirements.
Compensation for managing investment portfolios is based on a fee schedule for assets under management or fees for services. Representatives of BDK Financial Services, Inc. may also be licensed insurance agents. A commission may be payable to the representative if a product is provided. This transaction will be separate from the assets in the managed investment account and the asset management fee schedule will not apply to insurance products.
BDK Financial Services, Inc. web site is limited to the dissemination of general information regarding its services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, consumers should not consider the publication of the web site as solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.
Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for personalized individual advice. Any subsequent, direct communication with a prospective client shall be conducted by a representative that is either registered, licensed or qualifies for an exemption or exclusion from registration or licensing in the state where the prospective client resides
A copy of BDK Financial Services, Inc. current written disclosure statement discussing business operations, services, and fees is available upon written request. BDK Financial Services, Inc. does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BDK Financial Services, Inc. web site or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.