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Retirement and Financial Planning for ConocoPhillips & Phillips 66 Employees

Forms

Questionnaires

Financial Planning Questionnaire

Risk Profile Questionnaire

 

Best Interest Disclosure Form

Best Interest Disclosure Form for IRA Transfers / Rollovers

 

Registered Investment Advisory Forms

Brochure

Non-Discretionary Investment Advisory Agreement

Discretionary Investment Advisory Agreement

Financial Planning Advisory Agreement

Hourly Investment Advisory Agreement

401k Advisory Agreement

 

Privacy Policy

Privacy Policy

 

 

Investment Advisory Services offered through Wealth Management Solutions, a registered investment advisor.

This site is published for residents of the United States only.  Investment advisor representatives of Wealth Management Solutions may conduct business with residents of the states and jurisdictions in which they are properly registered or under the state deminimus exepmtion of a particular state.  Wealth Management Solutions is currently licensed in Oklahoma, Texas and Kansas.  Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.  Not all of services referenced on this site are available in every state and through every advisor listed.  For additional information, please contact Stephen Stipe at (918) 499-1700.

Links to third-party web sites are provided for convenience only. Wealth Management Solutions does not endorse nor support the content of third-party links. Wealth Management Solutions is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by Wealth Management Solutions.

The Special Report offered on this website is for informational purposes only and provided free without any obligation to utilize or retain our investment advisory services.  

 

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