Coppertree Financial Planning provides investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser. Uptick Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it imply a certain level of skill or training. Uptick Partners, LLC and Coppertree Financial Planning are independent entities.
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