Annual Review & Client Interests Questionnaire

This form is used to provide changes that have occurred since we last spoke. Please click on START to fill out any new items, i.e. email address, job, financial situation, home address, phone number etc. Additionally, this will give us an idea of what we need to focus on during your review. There is a risk tolerance questionnaire to asses any changes in your score that will help us determine if we need to make changes to your investments. In order to plan for upcoming seminars, we ask that you share with us topics that you would like to learn about during future seminars as well as personal interests questions. We want to make seminars fun and interactive!

Please consider this our updates form just like you would have to complete when meeting with a doctor, CPA, attorney, shopping for car insurance, etc.

When you are ready to begin, click the START button below.

You will then click on "Sign Up Here" to create a one-time login using your email address and phone number.

Bulls Financial Group

Advisor: Melinda Bulls

Email: melinda@bullsfinancialgroup.com

Phone: +1 254-294-2099

Disclosure: Securities are offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Bulls Financial Group and Cambridge are not affiliated. RV05/2024 ADV#6636896.1

Thank you for taking the time to complete this questionnaire. If you’d like to schedule an appointment to review your changes, please click on a convenient time above.

Please note that your appointment is NOT scheduled until you click on "confirm", input your contact details, and select "Schedule Event". You will receive a confirmation email from Calendly once you have successfully scheduled your review.

Just a reminder to look out for an email from Cambridge Docusign to complete the FPE if you do not have one on file. We will notify you by text that the FPE has been sent to your email and awaits signature.

Once you have scheduled your review with Melinda, we ask that you gather the following to have on hand during the visit:

1. Current Pay Stubs
2. Statements for any accounts not held with us
3. Social Security Statement
4. Written Budget
5. Pension Plan Document(s)

Bulls Financial Group

Email: melinda@bullsfinancialgroup.com

Phone: +1 254-294-2099

Disclosure: Securities are offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Bulls Financial Group and Cambridge are not affiliated. RV05/2024 ADV#6636896.1