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Ross Rettenmier
Ross Rettenmier
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Ross Rettenmier

Client Center

Account Access

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 Client Forms and Documents

  • Risk Profile Questionnaire - Pension/Other Clients
  • Risk Profile Questionnaire - Wealth Management Clients
  • New Client Application
  • Secure Online Financial Planning Questionnaire
  • Email Encryption Guide

 Disclosures and Agreements

  • ADV Part 2A (Advisory Services Disclosure)
  • ADV Part 2B Brochure Supplement - Rettenmier Information
    Customer Agreement
  • IRA Adoption Agreement
  • Characteristics & Risks of Standardized Options

 

SagePoint Form CRS

*Securities and Investment Advisory Services offered through SagePoint Financial, Inc. [SPF], member FINRA/SIPC.  SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.  Neither SPF, nor its representatives, provide tax or legal advice.

3209 Colby Avenue Suite 106, Everett, WA  98201

Phone: (425) 303-8338   Fax: (425) 339-2546   Email: rrett@sagepointadvisor.com 

This site may contain links to information contained on third-party websites. SPF does not endorse or accept responsibility for the content of any third-party website nor is it affiliated with them.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

This communication is strictly intended for individuals residing in the states AK, AZ, CA, FL, MD, MO, MT OR, UT, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck