4201 42nd Street NE, Suite 100, Cedar Rapids, IA 52402

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Wagner Investment Group

4201 42nd Street NE

Suite 100

Cedar Rapids, IA 52402

Phone: 319-447-4266

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

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Office: 319-730-5392

Toll-Free: 800-356-5234

Mobile: 3192142392

Fax: 3197305415

4201 42nd Street NE

Suite 100

Cedar Rapids, IA 52402

Series 7 & 65, Iowa producers license

edougherty@berthel.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through BFC Planning. Wagner Investment Group is not affiliated with BFCFS and BFC Planning. Our firm does not provide legal or tax advice. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.

You may obtain a copy of the firms Regulation Best Interest Customer Relationship Summary by clicking the link https://www.berthel.com/disclosures

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 19817 - 2020/2/14

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.