Service Disclosure

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following individuals residing in states where we are currently registered.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.

We are licensed to sell Insurance Products in the following states:
AZ (Arizona), CA (California), D.C., FL (Florida), GA (Georgia), KY (Kentucky), LA (Louisiana), MI (Michigan), MO (Missouri), MS (Mississippi), NC (North Carolina), OH (Ohio),  PA (Pennsylvania), TX (Texas), VA (Virginia), WA (Washington) WY (Wyoming)

Securities and investment advisory services offered through Osaic Wealth, Inc., Member FINRA/SIPC.
Informative Financial Services is not an affiliate of Osaic Wealth, Inc.

To view Osaic Wealth, Inc.'s privacy policy and other important information, visit

Investments in securities involve risk, including the potential loss of principal invested. This communication is intended for individuals residing in the states of AZ (Arizona), CA (California), D.C., FL (Florida), GA (Georgia), KY (Kentucky), LA (Louisiana), MI (Michigan), MO (Missouri), MS (Mississippi), NC (North Carolina), OH (Ohio), PA (Pennsylvania), TX (Texas), VA (Virginia), WA (Washington) WY (Wyoming) No offers may be made or accepted from any resident outside the specific state(s) referenced. IMPORTANT: Please contact me at; or by calling (419) 885-8384 This site may contain links to articles or other information that are contained on a third party website. Osaic does not endorse or accept responsibility for the content, or the use, of the web site. Osaic assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Osaic is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share.

To view the privacy policy of our broker-dealer, please click the link below.


Osaic Wealth Privacy Policy



We do not provide customer service or enable financial transactions through any social media site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site or other similar functionality available through social media sites should not be considered a positive reflection of the services offered by Carey Stansbury, Sherri Stansbury, or Osaic Wealth.Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Carey Stansbury or Sherri Stansbury. In certain instances, direct messages may be sent through social media sites. Such messages which may be confidential and/or privileged, are intended for use only by the intended recipient, any review; copying, distribution or use of these transmissions is strictly prohibited. If you receive a message in error, please (i) notify the sender immediately and (ii) destroy all copies of the message.