Disclosures

Important information about planning tools, advocates, accounts, and investment advisory on Finance.vet.

Legal disclosures

Finance.vet LLC (CRD 343304)

Celina, TX

support@finance.vet · (307) 302-3295 · https://finance.vet

Finance.vet LLC is a Wyoming limited liability company with its principal office in Celina, Texas. It is not registered with the U.S. Securities and Exchange Commission. As of October 7, 2026, IAPD shows an ACTIVE state investment-adviser record (CRD 343304). The only jurisdiction listed on the IAPD firm record is Texas, status Conditional Restricted, effective July 24, 2026. Registration with a securities authority, if and where effective, does not imply a particular level of skill or training.

This website is not an offer of advisory services and does not solicit advisory clients. Advisory services, if offered, will be available only where the firm is authorized and only under a signed advisory agreement. Educational planning tools, advocates, and membership are not investment advice.

A current Form ADV Part 2A brochure is available on IAPD (adviserinfo.sec.gov, CRD 343304) or free on request at support@finance.vet.

Finance.vet LLC is not affiliated with, endorsed by, or sponsored by the U.S. Department of Veterans Affairs (VA), the U.S. Department of Defense (DoD), or any other government agency.

Cash, brokerage, and Roth IRA accounts are opened and held at Altruist Financial LLC, a FINRA/SIPC member broker-dealer. Finance.vet LLC is not a bank. Altruist account terms, fees, and insurance coverage apply per Altruist disclosures.

Finance.vet LLC is not a tax advisor, attorney, or VA-accredited claims representative. Nothing on this site is tax, legal, or VA-claims advice.

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Diversification does not ensure a profit or protect against loss in declining markets.

© 2026 Finance.vet LLC

City data contains information from the countries-states-cities-database (https://github.com/dr5hn/countries-states-cities-database), which is made available here under the Open Database License (ODbL) (https://opendatacommons.org/licenses/odbl/1-0/).