Home
About Us
About You
Qualified Retirement Plans
- Qualified Retirement Plans
- Service Commitment
Events
Learning Center
Contact

Regulatory Disclosures

Form CRS

VIEW OUR CLIENT RELATIONSHIP SUMMARY

Form ADV Part 2A

View

Wrap Brochure

View

Privacy Policy

View

Advisor Form ADV Part 2B

Austin Boniface

Contact

Office: (651) 982-1115

Toll-Free: (877) 982-1115

Mobile: 651-210-9466

Fax: (651) 982-4780

255 Southeast Highway 97

Unit 1A

Forest Lake, MN 55025

david.boniface@lpl.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Other advisory services offered through Magnetic North Advisors, a separate entity.

The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

The Five Star Professional Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2013-2023 Five Star Wealth Managers.

You are under no obligation to use the services of Priebe Tax Services, and may choose any qualified professional to provide ( tax, CPA, legal, mortgage, etc. ) services ( or “any of the services described above” ). Priebe Tax Services and their services are not affiliated with LPL Financial and Legacy Capital Wealth Management.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, FL, HI, ID, IL, MD, MI, MN, NE, NC, ND, OH, OR, SC, SD, TN, TX, UT, WA, WI.