Free, No Obligation Financial Consultation

Use this form to contact Schmitz Capital Partners for a strategic portfolio analysis to help determine if your portfolio is properly designed to achieve your unique goals.

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PERSONAL INFORMATION

*Full Name:

Street Address:

Apartment, Building, Suite:

City:

State:

          Zip Code:

*Daytime Phone:

*Email Address:

Residency:

Non-Resident Alien Country:

EMPLOYER INFORMATION

Company:

Position:

Street Address:

Apartment, Building, Suite:

City:

State:

          Zip Code:

Business Phone:

Years With Company:

Account Information:

Account Type(s) of Interest

Individual

Custodian for Minor

Corporation

Trust

Community Property

Retirement Plan

403(B)

Qualified ERISA Plan

JTWROS

401k Rollover

IRA/Roth/SEP

529 Plans

Income:

Net Worth (exc. Primary
residences, furnishings, auto):

Investment Experience Areas:

Mutual Funds

Partnerships

Stocks

Options

Bonds

     Other

Investing Experience (Years):

Are You a Director/Officer of
a Publicly Traded Company?

Do You Own 5% Or More
of a Publicly Traded Company?

How Did You Hear About SCP?

   


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