Request for Information

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Are you already a Wells Fargo Advisors client? Yes No

How would you describe
your main investment goal?
Growth
Income
Preservation of Capital
Reduce Taxes
Portfolio Diversification

Please check the areas you would like to discuss,
and check if you are interested in attending a seminar on the topic:























How often would you like to review
your financial goals and progress
with your financial advisor?
Once a quarter
Every 6 months
Once a year

Please estimate your
Net Worth:
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000

Please estimate your
Total Portfolio Value:
$10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000

How would you like to be contacted? E-mail Mail Telephone
If you would like to be contacted
by telephone, when would be
an appropriate time to contact you
concerning your financial needs?
Morning Afternoon Night
Weekday Weekend

Please type the text in the image
The Ridley Group of Wells Fargo Advisors
400 E. Main Street, Suite 101
Bowling Green, KY 42101
Phone: (270) 781-8444 Toll Free: 1-800-850-7346 Fax: (270) 781-0242
www.theridleygroup.com
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals