New Investor Questionnaire

To initiate a relationship with Oakmont Capital, please answer the following questions to the best of your ability. Your answers will aid the Oakmont team in determining your investment objective, risk tolerance, and suitable asset allocation. Your answers are governed by the firm’s Privacy Policy and are considered confidential.

"*" indicates required fields

New Investor Information

Name*

First Last

Date of Birth*

Email*

Phone*

Social Security Number

Address*

Street Address Address Line 2 City State

Occupation*

Employer Name*

Employer Address*

Street Address Address Line 2 City State

New Investor Information - Spouse or Relative

Name

First Last

Date of Birth

Phone

Social Security Number

Address

Street Address Address Line 2 City State

Occupation

Employer Name

Employer Address

Street Address Address Line 2 City State

General Information

What is the Major Purpose of your Investment Portfolio?*

Average Yearly Withdrawal Total in $*

Average Yearly Contribution Total in $*

Type of Account - Approximate Market Value*

Please List Any Tax Considerations you may have Relating to your Investment Portfolio*

Please List Any Legal Concerns you may have Relating to your Investment Portfolio*

Please List Any Special Considerations or Restrictions you may have Relating to your Investment Portfolio*

What are your Expectations of Oakmont Capital Management, LLC?*

Please Attach a Copy of your Most Recent Bank, Brokerage, and/or Retirement Statements to this Questionnaire

Drop files here or

Accepted file types: pdf, txt, doc, docx, Max. file size: 100 MB.

CAPTCHA

Comments

This field is for validation purposes and should be left unchanged.