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
- A&P New Managed Account Information Page
- LSAM ADV 2A Brochure 07-14-2026
- 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 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
- Chanse Wegner ADV Part 2B
GIPS REPORTS THROUGH 2025
- Full GIPS Reports through 12.31.2025 - updated 7.31.2026
- AA GIPS Reports through 12.31.2025 - updated 7.31.2026
- SA GIPS Reports through 12.31.2025 - updated 7.31.2026
- EQUITY GIPS Reports through 12.31.2025 - updated 7.31.2026
- Total Return GIPS Reports through 12.31.2025 - updated 7.31.2026
- A&P GIPS Reports through 12.31.2025 - updated 7.31.2026
- HCM GIPS Reports through 12.31.2025 - updated 7.31.2026
- Orion Indexing GIPS Reports through 12.31.2025 - updated 7.31.2026
- Nationwide Advisory GIPS Reports through 12.31.2025 - updated 7.31.2026
- Independent Accountant's Verification Report
MARKETING COLLATERAL
- LSAM Asset Allocation + SA Models
- LSAM Legacy GARP
- LSAM All-Cap 30
- LSAM Equity-Income
