Request a Proposal

Your Name

Your Email

PLAN BASICS

---

Plan Type StartupTakeover

Company Name

Group/Association Affiliation Name

Expected Flow

$

Eligible Employees

Participants with Balances

Current Plan Assets

$

FINANCIAL PROFESSIONAL INFO

Remember Financial Professionals

---

Number of Advisors OneTwo

FA Payment Type Fee BasedCommission

Advisor Compensation (BPs) Please enter a number from 0 to 1000.

First Advisor

Advisor Name

First Name

Last Name

Advisor Location

City

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State

Advisor Firm

Broker Dealer / RIA Firm

Advisor Email

Advisor Phone

Second Advisor

Second Advisor Name

First Name

Last Name

Second Advisor Location

City

AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming State

Second Advisor Firm

Second Broker Dealer / RIA Firm

Second Advisor Email

Second Advisor Phone

INVESTMENT MANAGER INFO

---

Investment Manager Accelerate RetirementCetera Financial GroupCooper ScogginDynamic Wealth AdvisorsEvolve Advisor GroupFiduciary PlusGallagherGoalPath SolutionsLPL Financial, LLCLeafHouse FinancialLinscomb & WilliamsMassMutualMesirowOppenheimerRaymond JamesSCSSWBCSageViewStifelUBS - JP MorganUBS - T. Rowe PriceUBS - BlackrockWealth Enhancement Group

Securities Licensed? YesNo

Raymond James Advisor Type RJARJFSA

Stifel Acknowledgement I hereby acknowledge and understand that Stifel’s (K)lear Choice 401(k) Retirement Plan Exchange, powered by TAG Resources, is to be presented as a suitable alternative for my client’s or prospect’s 401(k) plan. Since PearlStreet/Stifel is the 3(38) investment manager for the (K)lear Choice program, I understand that in presenting this solution to a client or prospect as a Stifel Financial Advisor, I am only permitted to “educate” my clients on the benefits of the (K)lear Choice program relative to other options available to the client, but I am prohibited from making a direct recommendation of the solution.

RECORDKEEPER INFO

Remember Recordkeeper Contact

---

Recordkeeper Contact Name

First Name

Last Name

Recordkeeper Contact Title

Recordkeeper Contact Email

Recordkeeper Contact Phone

COMMENTS & SPECIAL INSTRUCTIONS

---

Send Proposal to Email

Referred to TAG By

Comments

SUBMIT