Record Retention Guidelines

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RECORD RETENTION GUIDE FOR INDIVIDUALS

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Bridgewater Wealth Management Group

Office: (636) 937-9333

Fax: (636) 937-1906

6 Waggener Industrial Court

Crystal City, MO 63019-1343

terry.bridgewater@ceterafs.com

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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 FMG Suite to provide information on a topic that may be of interest. FMG Suite 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 2023 FMG Suite.

Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at ceterafinancialspecialists.com

Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

Business Continuity | Important Disclosures

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.