Many investment vehicles are available to a variety of financial professionals. The difference between them is
your experience with them. There are many people selling investment products. Are you just another sale, or
does that person care enough to take the time to get to know you and your unique story?
What You Should Expect From Your Financial Professional
• Be competent in the areas we handle for you.
When you hire Kodiak to be your financial professional you can expect that we will:
Kodiak Investment Management
Balance Integrity Wisdom Trust Discipline
• Work with, and share information upon your request, with other professionals that you choose.
• Be fair and upfront regarding fees, costs, investment vehicles, philosophy, and market conditions.
• Keep you informed about the performance of your portfolio and any other matters that we may be
handling for you.
• Work to earn your trust and keep everything you share confidential.
Securities offered through NEXT Financial Group, Inc. (NEXT), member FINRA, SIPC, a registered Investment Advisor. Kodiak Investment Management is not an affiliate of Next Financial Group. Neither NEXT Financial Group, Inc. nor its representatives are qualified to give tax or legal advice. Please consult your tax or legal professional regarding your particular situation. Kodiak Investment Management, 16 2nd St NE Aitkin, MN, 56431 Phone: 218-927-1800, Fax: 218-927-1803. To view NEXT Financial Group's privacy policy and other important information, visit the "Clients" section of www.nextfinancial.com. www.SIPC.org www.finra.org
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