Risk Tolerance Questionnaire

Assess your risk tolerance!

Name*

Email*

Time Horizon - Approximately how long do you plan to keep this money invested?*

How likely is it that you will need to withdraw funds to pay for living expenses prior to the time horizon?*

Are you Employed, Student, Retired or Unemployed?*

What is your approximate Net Worth? (Include home, vehicles, investments, business interests, etc)*

What is your Liquid Net Worth? (Funds easy to access quickly such as brokerage accounts, retirement accounts, checking accounts, etc.)*

What is your approximate Annual Income?*

What is your age? If married, what is your spouses age?*

Considering Risk and Return for an investment, would you say; 1. Risk is more important - 2. Return is more important - 3. Risk and Return are equal*

If the stock market dropped 25% in 3 months, would you; 1. Sell all or some of my investments - 2. Hold my investments - 3. Add to my investments*

Have you ever invested in Stocks, Bonds or Mutual Funds? If so, describe your level of experience and comfort with the risk involved.*

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We will email your results shortly!

This form collects data for informational purposes only and does not supersede any data or information reported on official Cambridge forms. This information is provided by you (the client). If any of the information is incorrect, you should notify your financial professional The information provided by you should be reviewed periodically and updated when either the information or your circumstances change.

Integrated Wealth Management

(316) 669-8009

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SIPC.ORG

Form CRS

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor in the states of Kansas, Oklahoma, Missouri, Nebraska, Wisconsin and Texas.

Cambridge and Integrated Wealth Management are not affiliated.

This communication is strictly intended for individuals residing in the states of Kansas and Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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