Christians looking to steward their money well often hear about Certified Kingdom Advisors. But just what is this special designation and what difference does it make for your finances? In this article, we answer your questions and explain why a CKA is the best fit for your values.
How you invest your money matters. You don’t want to support harmful or sinful companies. And you hope your money can actually be used to improve the world around you. Is there a way to make sure your portfolio aligns with your values? Enter Biblically Responsible Investing.
LEVEL PATHS, LLC IS AN INVESTMENT ADVISER REGISTERED WITH THE STATE OF MISSOURI. THE ADVISER MAY NOT TRANSACT BUSINESS IN STATES WHERE IT IS NOT APPROPRIATELY REGISTERED, EXCLUDED OR EXEMPTED FROM REGISTRATION. CHECK THE BACKGROUND OF YOUR FINANCIAL PROFESSIONAL ON FINRA’S BROKERCHECK 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. 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. DISCLOSURE DOCUMENTS: FORM ADV PART 1A | FORM ADV PART 2A | FORM ADV PART 2B | PRIVACY POLICY | SAMPLE FINANCIAL CONSULTING AGREEMENT | SAMPLE INVESTMENT MANAGEMENT AGREEMENT
TD AMERITRADE, INC. IS THE FIRM THAT WE USE TO CUSTODY OUR CLIENT ASSETS. TD AMERITRADE AND CLEAR MONEY PATH ARE SEPARATE AND UNAFFILIATED FIRMS, AND ARE NOT RESPONSIBLE FOR EACH OTHER’S SERVICES OR POLICIES. TD AMERITRADE DOES NOT ENDORSE OR RECOMMEND ANY ADVISOR AND THE USE OF THE TD AMERITRADE LOGO DOES NOT REPRESENT THE ENDORSEMENT OR RECOMMENDATION OF ANY ADVISOR. BROKERAGE SERVICES PROVIDED BY TD AMERITRADE INSTITUTIONAL, DIVISION OF TD AMERITRADE, INC., MEMBER FINRA/SIPC, A SUBSIDIARY OF THE CHARLES SCHWAB CORPORATION. TD AMERITRADE IS A TRADEMARK JOINTLY OWNED BY TD AMERITRADE IP COMPANY, INC. AND THE TORONTO-DOMINION BANK. USED WITH PERMISSION.
