Please click on the following links for Lifestyle Asset Management Forms:
- LSAM IA Agreement
- LSAM Risk Questionnaire
- LSAM Client Profile Form
- LSAM Rollover Checklist
- LSAM New Managed Account Information Page
HCM New Managed Account Information Page
- LSAM ADV 2A Brochure 04-17-2024
- LSAM Form CRS Part 3
- LSAM Annual Review Worksheet
- LSAM Trusted Contact Authorization Form
- LSAM Management Style Change Form
LSAM Outside Account Access Form (SDBA, VAs, etc.)
- Michael Wegner ADV Part 2B
- Paul B Jackson ADV Part 2B
- Kaleb Jones ADV Part 2B
- Kyle E Johnston ADV Part 2B
- Stephen L Fougerousse ADV Part 2B
- Steven D Stock ADV Part 2B
- Daniel D Thomason ADV Part 2B
- Lotte Optekamp ADV Part 2B
- Jamie Staggs ADV Part 2B
- James Latiolais ADV Part 2B
- Ross Wegner ADV Part 2B
- Brian Everett ADV Part 2B
- Jesus Pompa ADV Part 2B