Ready to journey down a new financial path? View the PDF below for detailed instructions: Instructional PDF Relationship Flow Chart Mutual Fund Applications Individual Accounts Individual Account Application [examples: Page 1, Page 2, Page 3, Page 4] Appointment of Financial Professional [examples: Page 1, Page 2] IRA Accounts IRA Account Application [examples: Page 1, Page 2, Page 3, Page 4] IRA Distribution Form Misc. Forms Transfer on Death Form (TOD) [examples: Page 1] Mutual Fund Check Writing Form Mutual Fund Transfer Form [examples: Page 1, Page 2] Advisory Service Advisory Agreement ADV Part II ADV Schedule F Cooper Linse Hallman Privacy Notice Also, please take this time to familiarize yourself with our Privacy Statement.

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