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Important Disclosure Information

True North Financial (TNF) is an SEC-registered investment adviser located in Billings, Montana. A copy of TNF’s current written disclosure Brochure discussing its advisory services and fees continues to remain available upon request or on this website at www.planwithtruenorth.com

TNF may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. TNF’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of TNF’s website on the Internet should not be construed by any consumer and/or prospective client as TNF’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by TNF with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of TNF’s current written disclosure Brochure discussing TNF’s business operations, services, and fees is available from TNF upon written request. TNF does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TNF’s website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by TNF), will be profitable or equal any historical performance level(s).

Certain portions of TNF’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, TNF (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from TNF, or from any other investment professional. TNF is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TNF is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology below).

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to TNF’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from TNF, or from any other investment professional.

Each client and prospective client agree, as a condition precedent to his/her/its access to TNF’s website, to release and hold TNF (including its owners, officers, directors, and employees) harmless from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from TNF.

Rankings Methodology and Important Disclosures

Forbes – On March 3, 2019, Tyler D. Vogele was ranked #12 out of 26 on Forbes 2019 “Best-In-State Wealth Advisors” list.

Data for Forbes rankings is developed by SHOOK Research (SHOOK). The rankings are based on algorithms of qualitative criteria, gained through telephone, virtual, and in-person due diligence interviews, and quantitative data. The algorithms weigh factors like revenue/production trends, assets under management, client-related data, compliance records, industry experience, community involvement, and approach to working with clients. Forbes is a registered trademark of Forbes LLC.

For more information about SHOOK’s methodology for the “Best-in-State Wealth Advisors” lists, visit: https://www.forbes.com/sites/rjshook/2023/04/04/methodology-americas-top-wealth-advisors-2023/?sh=79d4a9444a93

Investor.com – On January 11, 2024, TNF was recognized by Investor.com as one of their “2023 Top Advisor Firms in Montana.”

Billings Awards Program – On October 21, 2023, TNF was again selected for the 2023 “Best-in-Billings” Financial Advisory Firms.  This is our second consecutive year of winning this award. On November 11, 2022, TNF was selected for the 2022 “Best-in-Billings” Financial Advisory Firms.

TNF is not affiliated with any of the above ratings services. TNF applied for consideration for each of the awards, and the results were independently granted. TNF did not pay a fee to be considered for these awards. However, TNF may pay a fee in exchange for plaques, logo licensing, a web link, or article reprints commemorating the designations. TNF is unaware of any undisclosed facts that could potentially invalidate the appropriateness of any of the rankings. Investment performance is not a component of the awards. The rankings are not representative of any one client’s experience and are absolutely not indicative of TNF’s future performance, or any future performance pertaining to its clients’ investments. Inclusion on these lists should not be considered an endorsement of TNF by any of our clients.

For detailed information about True North Financial’s investment adviser representatives who serve retail clients, you can also visit www.adviserinfo.sec.gov to view background information about such investment adviser representatives.