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Cash Sweep Disclosure Statement
Herold & Lantern Investments, Inc Disclosure Document
Certificate of Deposit Disclosure Statement
Schedule of Ancillary Fees
Form CRS - Heorld & Lantern Investments, Inc.
Form CRS - Herold Advisors Inc.
Form CRS - Lantern Wealth Advisors LLC
ADV Lantern Wealth Advisors LLC
This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in the states where Lantern Wealth Advisers, LLC is registered or where an exemption or exclusion from such registration exists. No security or other product or service offered by Lantern Wealth Advisers, LLC. is offered or will be sold in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities laws or other laws of such jurisdiction. No such security or product is offered or will be sold in any jurisdiction by any entity or person not properly licensed to do so in such jurisdiction.
Securities offered through Herold & Lantern Investments, Inc. MEMBER FINRA * MSRB * SIPC
Herold & Lantern Investments, Inc. is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (MSRB). The MSRB website is www.msrb.org. You may obtain an investor brochure which is posted on the MSRB website. This brochure describes the protections that may be provided by the MSRB rules and how to file a complaint with an appropriate regulatory authority.
Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC Registered Investment Advisors.