Investment Advice Request Form

Would you like help allocating the investments within your employer-sponsored retirement account? If you are a participant in a retirement plan managed by Grinkmeyer Leonard Financial, we're here to help you! 

To get advice, please download and return our Investment Advice Request Form, and we will contact you within two business days to discuss your retirement account.

INVESTMENT ADVICE REQUEST FORM – Click here to download.

Forms can be returned via fax (866.774.9029), e-mail, or mail.