Newroads Financial Group

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Our Firm

At Newroads Financial Group, our team works with Executives, Entrepreneurs and those going through life’s transitions, who we’ve learned, probably manage a large portion of their personal financial lives effectively. However, through the depth and detail of the Newroads process, we uncover and optimize the remaining portion that is either not being done correctly, not being done at all, or not being managed as efficiently as it could be – all of which can make a tremendous difference to the long-term success of our clients’ financial lives. We form lifelong relationships with our clients. The client supplies the personal information, a little time, and a commitment to make decisions. We determine the problems, develop the strategies, and assist in plan implementation. After that, we are there to help adjust, update, and manage the plan to assist our clients in achieving their desired goals and objectives. We commit to our partners and to their financial welfare.

Newroads Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Newroads Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Newroads Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2686716 DOFU 02-2020

Newroads Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Newroads Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Newroads Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 2686716 DOFU 02-2020

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