Client Suitability Questionnaire

Gerritz Wealth Management Client Suitability Questionnaire

The State of Oregon Securities Division requires “Registered Investment  Advisors” to  maintain and periodically update key client suitability information.  Please complete and submit the following questionnaire at your earliest convenience. Thank you in advance for helping us comply with State regulations.

Answer each question the best you can (your best estimate of the numbers is all that is required).

After completing the form, input the CaptCha code and click the [Submit] button.

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Retirement Success in the New Economy

Are you retired or about to retire?

Big changes in the economic environment may have you wondering just how secure your future may be. Will you be able to sustain a comfortable life? Will your income keep up with inflation? Having a stable and a secure investment foundation is the key. Read More»

Call Stephen Gerritz, Registered Investment Advisor Representative, Today at 541-608-9958