In order to get things started, please download and complete the following documents.
If you are answering these documents as a couple, please fill out the Confidential Questionnaire separately. However the Risk Profile and Assets & Income forms can be completed together.
Please complete each document to the best of your ability.
Upon completion, please download, save to your device, and return all three documents to our team.
You can return these documents by:
- Sending via email
- Sending through the mail to our address below
- If you find yourself in the area, we always welcome hand delivery.
Whichever option fits your schedule best! Please do not hesitate to reach out with any questions that you may have.
- Your possible Wealth Management Midwest Team
Email: ali.kari@lpl.com
Phone: 651-464-2664
Address:
Wealth Management Midwest
20 North Lake St., Suite 310
Forest Lake MN 55025