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. Some of this material was
developed and produced by Advisor Launchpad to provide information on a topic that may be of interest.
Advisor Launchpad 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.
Copyright 2018 Advisor Launchpad.
Pat Willis is a registered representative with the following registrations 7, 63, 65 and can transact business with clients in AZ, CO, FL, MI, OK, PA, SC, TN, UT.
Pat Willis is also an investment advisor agent licensed in AZ, CA, CO, FL, IL, MI, OK, PA, SC, TN, UT, VA.
Pat Willis is also registered with the National Association of Securities Dealers.
Dan Machnik is a registered representative with the following registrations 7, 66 and can transact business with clients in AZ, FL, MI, OK, PA.
Dan Machnik is also an investment advisor agent licensed in AZ, CA, FL, MI, OK, PA.
Dan Machnik is also registered with the National Association of Securities Dealers.
Dan Machnik is insurance licensed in the following state MI for A&H, VA, Life and registered in CA for VA and Life.
Mike England is a registered representative with the following registrations 7, 66 and can transact business with clients in MI.
Mike England is insurance licensed in the following state MI for A&H, Casualty, Life, Property.
Thomas J. Masters is a Registered Representative and an Investment Advisor Representative holding a series 7 general securities, series 63 Uniform State Blue Sky and series 66 Investment Advisory Representative licenses.
Tom is registered to transact business with clients in the following states: MI, AZ, CO, FL, IL, SC, TN, UT, VA.
Tom also holds an insurance license for Life & Annuity (Fixed & Variable) in the state of Michigan.
If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.
Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, 4th Floor, Irving, Texas 75038, 972-870-6000.
Willis & Machnik Financial Services is not registered broker/dealer or registered investment advisory firm.
Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
The HD Vest affiliated companies exclusively provide financial products and services, and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.