Disclosure Statements

To comply with regulatory standards, the following disclosures are provided to you for review.

Please notify us immediately if you are unable to access the links below or if you prefer to have the disclosures mailed to your listed address.

• Eide Bailly Financial Services – Customer Relationship Summary
• Eide Bailly Advisors, LLC – ADV Part 2A 
• Eide Bailly Advisors, LLC – ADV Part 2B
  • Matthew Cawley
  • Kenny DuPré
  • Austin Fields
  • Kelley Grace
  • Jenna Johnson
  • Brad Kelley
  • Jill Klose
  • Jeffrey Lester
  • Daren Pladson
  • Ryan Spaude
  • Zack Springer
  • Ryan Weigel
• Eide Bailly Financial Services Privacy Policy
• United Planners Customer Relationship Summary
• United Planners Disclosures
• Parametric Form ADV Part 2A 
• Parametric Customer Relationship Summary Form CRS 
• Symmetry Partners, LLC