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Country Financial
Confidential Client Questionnaire
CCQ - pg 1 - for retirement accounts
Lit No: F30-676
Revised: 04/01/2012
Form ID: 18002
Publish: 05/31/2012
Details
Country Financial
New Account Checklist For CoMPAS IRA Account
Checklist and CoMPAS IRA Agreement - static text only
Lit No: F30-675
Revised: 04/23/2018
Form ID: 18003
Publish: 05/02/2018
Details
Country Financial
New Acct Chcklst for CoMPAS Investment Mngmnt Acct
Checklist and CoMPAS IMA Agreement - static text only
Lit No: F30-682
Revised: 04/23/2018
Form ID: 18004
Publish: 05/02/2018
Details
Country Financial
Confidential Client Questionnaire
CCQ - pg 1 - for IMA accounts
Lit No: F30-683
Revised: 04/01/2012
Form ID: 18005
Publish: 05/31/2012
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ for Vision IRA - 1 pg
Lit No: F30-698
Revised: 04/01/2012
Form ID: 18136
Publish: 05/31/2012
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ for Focus IMA - pg 2
Lit No: F30-696
Revised: 06/04/2012
Form ID: 18137
Publish: 06/04/2012
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ for Focus - pg 2
Lit No: F30-694
Revised: 07/15/2011
Form ID: 18138
Publish: 08/12/2011
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ - pg 2 - Foundation
Lit No: F30-689
Revised: 07/15/2011
Form ID: 18145
Publish: 08/12/2011
Details
Country Financial
Authorization to Transfer Account
Authorization to Transfer Account - for Foundation/CoMPAS IMA accounts - 3 pgs
Lit No: F30-159
Revised: 11/30/2010
Form ID: 18146
Publish: 12/18/2010
Details
Country Financial
RDJ
RDJ - IMA - Managed Products - 2 pgs
Lit No: F30-687
Revised: 10/08/2014
Form ID: 18147
Publish: 10/14/2014
Details
Country Financial
Bank Account Info
Bank Account Info - IMA
Lit No: F30-686-03
Revised: 09/01/2012
Form ID: 18148
Publish: 10/05/2012
Details
Country Financial
Confidential Client Questionnaire - pg 3
CCQ - pg 4 - IMA
Lit No: F30-685
Revised: 04/23/2018
Form ID: 18149
Publish: 05/02/2018
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ - pg 2 - IMA - CoMPAS
Lit No: F30-684
Revised: 07/15/2011
Form ID: 18150
Publish: 08/12/2011
Details
Country Financial
Authorization to Transfer Retirement Acct
Authorization to Transfer Retirement Account - 3 pgs
Lit No: F30-156
Revised: 10/01/2012
Form ID: 18151
Publish: 10/29/2012
Details
Country Financial
RDJ
RDJ - IRA & SIMPLE - Managed Products
Lit No: F30-681
Revised: 04/23/2018
Form ID: 18152
Publish: 05/02/2018
Details
Country Financial
Beneficiary Information
Beneficiary Information - 2 pgs
Lit No: F30-680-031
Revised: 09/01/2012
Form ID: 18153
Publish: 10/05/2012
Details
Country Financial
Bank Account Info - IRA
Bank Account Info page for all Retirement Accounts
Lit No: F30-679-03
Revised: 09/01/2012
Form ID: 18154
Publish: 10/05/2012
Details
Country Financial
Confidential Client Questionnaire-pg 4
CCQ - pg 4
Lit No: F30-678
Revised: 04/01/2012
Form ID: 18155
Publish: 05/31/2012
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ - pg 2 for CoMPAS
Lit No: F30-677
Revised: 07/15/2011
Form ID: 18156
Publish: 08/12/2011
Details
Country Financial
Confidential Client Questionnaire - pg 4
CCQ - pg 4 - for CoMPAS and Foundation SIMPLE accounts
Lit No: F30-707
Revised: 04/01/2012
Form ID: 18269
Publish: 05/31/2012
Details
Country Financial
RDJ - for Client Self-Directed IMA
RDJ for Client Self-Directed IMA - 2 pgs
Lit No: F30-706
Revised: 10/08/2014
Form ID: 18270
Publish: 10/14/2014
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ - pg 2 - for Vision IMA *OBSOLETE on 9/30/08
Lit No: F30-700 PDF 34
Revised: 08/22/2008
Form ID: 18271
Publish: 07/16/2009
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ - pg 2 - for Foundation IMA
Lit No: F30-691 PDF 23
Revised: 07/15/2011
Form ID: 18272
Publish: 08/12/2011
Details
Country Financial
Authorization to Transfer Retirement Acct
Authorization to Transfer Retirement Account for Focus/Vision/S-D IRA - 3 pgs
Lit No: F30-731
Revised: 11/30/2010
Form ID: 18273
Publish: 12/17/2010
Details
Country Financial
5304 SIMPLE Employee Notif Salary Reduction Agree
5304 SIMPLE Employee Notification Salary Reduction Agreement - 1 pg
Lit No: F30-708
Revised: 04/22/2011
Form ID: 18274
Publish: 05/20/2011
Details
Country Financial
New Acct Checklist/Agreemt for CoMPAS SIMPLE
Checklist and agreement for CoMPAS SIMPLE accounts - static text only - 4 pgs
Lit No: F30-710
Revised: 04/23/2018
Form ID: 18278
Publish: 05/02/2018
Details
Country Financial
5305-SA
5305-SA Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) IRA - static text only - 2 pgs
Lit No: F30-709 PDF 48
Revised: 08/22/2008
Form ID: 18279
Publish: 07/16/2009
Details
Country Financial
New Acct Checklist/Agreemt for Foundation SIMPLE
Checklist and agreement for Foundation SIMPLE accounts - static text only - 4 pgs
Lit No: F30-692
Revised: 04/23/2018
Form ID: 18280
Publish: 05/02/2018
Details
Country Financial
Client Self-Directed Acct Fee Schedule
Account Fee Schedule for Client Self-Directed IRA & non-retirement - static text only
Lit No: F30-230
Revised: 07/16/2015
Form ID: 18281
Publish: 07/21/2015
Details
Country Financial
New Acct Checklist/Agreemt for Focus IMA
Checklist and agreement for Focus IMA - 4 pgs
Lit No: F30-695
Revised: 04/23/2018
Form ID: 18282
Publish: 05/02/2018
Details
Country Financial
New Acct Checklist/Agreement for Vision IMA
Checklist and agreement for Vision IMA - static text only - 4 pgs
Lit No: F30-699
Revised: 04/23/2018
Form ID: 18283
Publish: 05/02/2018
Details
Country Financial
New Acct Checklist/Agreemt for Foundation IMA
Checklist and agreement for Foundation IMA - static text only - 4 pgs
Lit No: F30-690
Revised: 05/01/2012
Form ID: 18284
Publish: 05/31/2012
Details
Country Financial
Vision Account Fee Schedule
Account Fee Schedule for Vision - static text only - 1 pg
Lit No: F30-596-05
Revised: 01/01/2016
Form ID: 18285
Publish: 01/02/2016
Details
Country Financial
New Acct Checklist & Agreemt for Vision IRA
Checklist & agreement for Vision IRA - static text only - 4 pgs
Lit No: F30-697
Revised: 04/23/2018
Form ID: 18286
Publish: 05/02/2018
Details
Country Financial
New Account Checklist / Agreemt for Focus IRA
Checklist and agreement for Focus IRA - static text only - 4 pgs
Lit No: F30-693
Revised: 04/23/2018
Form ID: 18287
Publish: 05/02/2018
Details
Country Financial
Focus Account Fee Schedule
Account Fee Schedule for Focus - static text only - 1 pg
Lit No: F30-594-07
Revised: 01/01/2016
Form ID: 18288
Publish: 11/03/2015
Details
Country Financial
Foundation Account Fee Schedule
Account Fee Schedule for Foundation - static text only - 2 pgs
Lit No: F30-595-08
Revised: 12/07/2012
Form ID: 18289
Publish: 12/11/2012
Details
Country Financial
New Acct Checklist/Agreemt for Foundation IRA
Checklist and Agreement for Foundation IRA - static text only - 4 pgs
Lit No: F30-688
Revised: 04/23/2018
Form ID: 18290
Publish: 05/02/2018
Details
Country Financial
Proxy Voting Disclosure Statement
Proxy Voting Disclosure Statement - static text only - 1 pg
Lit No: F30-566
Revised: 10/28/2013
Form ID: 18291
Publish: 11/01/2013
Details
Country Financial
Privacy Statement
Privacy Statement - 1 pg
Lit No: 101071-06
Revised: 06/14/2016
Form ID: 18292
Publish: 06/21/2016
Details
Country Financial
Client Disclosures
Client Disclosures for all account types
Lit No: F30-565
Revised: 06/02/2012
Form ID: 18293
Publish: 11/01/2013
Details
Country Financial
CoMPAS Account Fee Schedule
Account Fee Schedule for CoMPAS - 1/1/18
Lit No: F30-412-12
Revised: 11/17/2018
Form ID: 18294
Publish: 11/27/2017
Details
Country Financial
5305-SEP
5305-SEP - static text only - 2 pgs
Lit No: F30-319-02 PDF 76
Revised: 08/19/2008
Form ID: 18295
Publish: 07/16/2009
Details
Country Financial
Contribution Transmittal for Client S-D Solo 401k
Contribution Transmittal and Direction of Investment for Client Self-Directed Solo 401k Accounts - 1 pg
Lit No: F30-732 PDF 71
Revised: 08/27/2008
Form ID: 18342
Publish: 07/16/2009
Details
Country Financial
RDJ - for Foundation/CoMPAS Qual Plans
RDJ for Foundation/CoMPAS Solo 401k and Profit Sharing/Keogh Accounts - 1 pg
Lit No: F30-716
Revised: 10/08/2014
Form ID: 18343
Publish: 10/14/2014
Details
Country Financial
Authorization to Transfer Account
Authorization to Transfer Account - for Focus/Vision/Client Self-Directed IMA accounts - 3 pgs
Lit No: F30-730
Revised: 10/01/2012
Form ID: 18344
Publish: 03/06/2015
Details
Country Financial
ACH Debit Request
ACH Debit Request - for Solo 401(k) accounts (all products)
Lit No: 100478
Revised: 12/01/2010
Form ID: 18345
Publish: 12/17/2010
Details
Country Financial
Contribution Transmittal for Client S-D P-S/Keogh
Contribution Transmittal and Direction of Investment for Client Self-Directed accounts
Lit No: F30-733
Revised: 05/30/2012
Form ID: 18346
Publish: 05/31/2012
Details
Country Financial
RDJ - for Vision Solo 401kand P-S
RDJ - for Vision Solo 401k and Profit Sharing/Keogh accounts - 1 pg
Lit No: F30-721
Revised: 10/08/2014
Form ID: 18347
Publish: 10/14/2014
Details
Country Financial
Confidential Client Questionnaire - pg 3
CCQ - pg 3 - for Profit Sharing/Keogh accounts (all products) - 1 pg
Lit No: F30-720
Revised: 12/01/2010
Form ID: 18348
Publish: 12/17/2010
Details
Country Financial
Solo 401k Plan Salary Reduc Agree-R
Solo 401k Plan Salary Reduction Agreement Roth and Pretax Contribution Option - 1 pg
Lit No: F30-718
Revised: 12/01/2010
Form ID: 18349
Publish: 12/17/2010
Details
Country Financial
Solo 401k Plan Salary Reduction Ag
Solo 401k Plan Salary Reduction Agreement Pretax Contribution Option - 1 pg
Lit No: F30-717
Revised: 12/01/2010
Form ID: 18350
Publish: 12/17/2010
Details
Country Financial
Beneficiary Designation and Consent of Spouse - QP
Beneficiary Designation and Consent of Spouse for Qualified Plans - 2 pgs
Lit No: F30-715 PDF 58
Revised: 04/15/2010
Form ID: 18351
Publish: 05/14/2010
Details
Country Financial
Contribution Transmittal for Managed Solo 401k
Contribution Transmittal for BRS FND, CoM, Vision, and Focus accounts
Lit No: F30-714
Revised: 05/30/2012
Form ID: 18352
Publish: 05/31/2012
Details
Country Financial
Confidential Client Questionnaire - pg 3
CCQ - pg 3 - for Solo 401(k) accounts (all products) - 1 pg
Lit No: F30-713
Revised: 12/01/2010
Form ID: 18353
Publish: 12/17/2010
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ - pg 2 - for Client Self-Directed IMA - 1 pg
Lit No: F30-705
Revised: 04/01/2012
Form ID: 18354
Publish: 05/31/2012
Details
Country Financial
RDJ - for Client Self-Directed IRA & Qual Plans
RDJ for Client Self-Directed IRA, Solo 401k, Profit Sharing/Keogh accounts - 1 pg
Lit No: F30-703
Revised: 10/08/2014
Form ID: 18355
Publish: 10/14/2014
Details
Country Financial
Confidential Client Questionnaire - pg 2
CCQ - pg 2 - for Client S-D IRA, Solo 401(k)Profit Sharing/Keogh account
Lit No: F30-702
Revised: 05/05/2011
Form ID: 18356
Publish: 06/17/2011
Details
Country Financial
Client S-D IRA/IMA Contribution Transmittal
Client Self-Directed IRA/IMA Contribution Transmittal and Direction of Investment and/or Investment Instructions
Lit No: 100889
Revised: 06/01/2013
Form ID: 18357
Publish: 05/31/2013
Details
Country Financial
New Acct Checklist/Agreemt for Client S-D PS/KeogH
Checklist and agreement for Client Self-Directed Profit Sharing/Keogh accounts - static text only - 3 pgs
Lit No: F30-727
Revised: 03/01/2012
Form ID: 18358
Publish: 03/23/2012
Details
Country Financial
New Acct Checklist/Agreemt for CoMPAS Solo 401k
Checklist and agreement for CoMPAS Solo 401k accounts - static text only - 4 pgs
Lit No: F30-723
Revised: 03/01/2012
Form ID: 18359
Publish: 03/23/2012
Details
Country Financial
New Acct Checklist/Agreemt for CoMPAS P-S/Keogh
Checklist and agreement for CoMPAS Profit Sharing/Keogh accounts - static text only - 3 pgs
Lit No: F30-728
Revised: 03/01/2012
Form ID: 18360
Publish: 03/23/2012
Details
Country Financial
New Acct Checklist/Agreemt for Client SD Solo 401k
Checklist and agreement for Client Self-Directed Solo 401k accounts - static text only - 4 pgs
Lit No: F30-726
Revised: 03/01/2012
Form ID: 18361
Publish: 03/23/2012
Details
Country Financial
New Acct Checklist for Vision Solo 401k
Checklist for Vision Solo 401k accounts - static text only - 2 pgs
Lit No: F30-725
Revised: 03/01/2012
Form ID: 18362
Publish: 03/23/2012
Details
Country Financial
New Acct Checklist/Agreemt for Foundation P-S/Keog
Checklist and agreement for Foundation Profit Sharing/Keogh account - static text only - 3 pgs
Lit No: F30-722
Revised: 03/01/2012
Form ID: 18363
Publish: 03/23/2012
Details
Country Financial
New Acct Checklist for Vision P-S/Keogh
Checklist for Vision Profit Sharing/Keogh accounts - static text only - 1 pg
Lit No: F30-719
Revised: 04/02/2012
Form ID: 18364
Publish: 04/27/2012
Details
Country Financial
New Acct Checklist/Agreemt for Foundation Solo 401
Checklist and agreement for Foundation Solo 401(k) account - static text only - 4 pgs
Lit No: F30-712
Revised: 03/01/2012
Form ID: 18365
Publish: 03/23/2012
Details
Country Financial
New Acct Checklist/Agreemt for Client S-D Non-Ret
Checklist and agreement for Client Self-Directed non-retirement accounts - static text only - 6 pgs
Lit No: F30-704
Revised: 05/05/2011
Form ID: 18366
Publish: 06/23/2011
Details
Country Financial
New Acct Checklist/Agreemt for Client S-D IRA
Checklist and agreement for Client Self-Directed IRA accounts - static text only - 6 pgs
Lit No: F30-701
Revised: 06/09/2015
Form ID: 18367
Publish: 06/09/2015
Details
Country Financial
COUNTRY k (Solo 401(k)) Fee Schedule
Account Fee Schedule for Solo 401k - static text only - 3 pgs
Lit No: F30-463
Revised: 01/07/2011
Form ID: 18368
Publish: 01/26/2011
Details
Country Financial
Segregated Participant Trust Acct Fee Schedule
Account Fee Schedule for Profit Sharing/Keogh - static text only - 3 pgs
Lit No: F30-462
Revised: 01/07/2011
Form ID: 18369
Publish: 01/26/2011
Details
Country Financial
Vision-Fixed Income Only Fee Schedule
account fee schedule for Vision - FIXED Income Only accounts -static 2pgs
Lit No: 101665-03
Revised: 02/04/2014
Form ID: 22567
Publish: 02/06/2014
Details
Country Financial
Confidential Client Questionnaire
CCQ - pg 1 for Vision-Fixed income only accounts
Lit No: 101666
Revised: 04/01/2012
Form ID: 22569
Publish: 05/31/2012
Details
Country Financial
New Acct Checklist for Vision-Fixed Inc Only IRA's
Checklist & Agreement for Vision -Fixed Income Only IRA accts- Static text 4 pages
Lit No: 101668
Revised: 06/04/2015
Form ID: 22570
Publish: 06/08/2015
Details
Country Financial
New Acct Checklist for Vision-Fixed Inc Only IMA
Checklist and Agreement for Vision -Fixed Income only IMA accts- static text 4 pgs
Lit No: 101667-03
Revised: 06/01/2013
Form ID: 22571
Publish: 05/31/2013
Details
Country Financial
Confidential Client Questionnaire - New Page 3
CCQ Page 3-NEW- for all Products and Account Types
Lit No: F30-786
Revised: 04/23/2018
Form ID: 24264
Publish: 05/02/2018
Details
Country Financial
Confidential Client Questionnaire - page 2
CCQ - Page 2 for Vision IMA
Lit No: F30-787
Revised: 04/01/2012
Form ID: 24265
Publish: 05/31/2012
Details
Country Financial
Vison IRA Income Only CCQ
CCQ-pg1 for Vision income only IRA's
Lit No: 101880
Revised: 04/01/2012
Form ID: 25954
Publish: 05/31/2012
Details
Country Financial
BRS Client Disclosures
Client Disclosures for Business Retirement Service accounts
Lit No: 101982
Revised: 01/01/2012
Form ID: 28272
Publish: 02/22/2012
Details
Country Financial
COUNTRY BRS Vision Fee Schedule
Account Fee Schedule for BRS Vision accounts
Lit No: 101693
Revised: 01/01/2014
Form ID: 28394
Publish: 01/08/2014
Details
Country Financial
BRS Segregated Participant Trust Acct Fee Schedule
Account Fee Schedule for BRS Client Directed accounts
Lit No: 101992
Revised: 01/01/2014
Form ID: 28395
Publish: 01/08/2014
Details
Country Financial
BRS CoMPAS Fee Schedule
Fee schedule for BRS CoMPAS accounts
Lit No: 101545
Revised: 01/01/2014
Form ID: 28399
Publish: 01/08/2014
Details
Country Financial
BRS Foundation Fee Schedule
Fee schedule for BRS Foundation accounts
Lit No: 101973
Revised: 01/01/2014
Form ID: 28400
Publish: 01/08/2014
Details
Country Financial
BRS Focus Fee Schedule
Fee Schedule for BRS Focus accounts
Lit No: 101695
Revised: 01/01/2014
Form ID: 28401
Publish: 01/08/2014
Details
Country Financial
New Account Checklist Focus Profit\keogh
New account checklist for Focus Profit Sharing\Keogh accounts
Lit No: 102119
Revised: 03/01/2012
Form ID: 28423
Publish: 03/23/2012
Details
Country Financial
New Account Checklist - Solo 401k Focus
New account checklist and agreement for Focus Solo 401(k) accounts
Lit No: 102120
Revised: 03/01/2012
Form ID: 28430
Publish: 03/23/2012
Details
Country Financial
5304-SIMPLE Employer Form
Savings Incentive Match Plan for Employers
Lit No: 101123
Revised: 02/01/2018
Form ID: 28649
Publish: 04/23/2018
Details
Country Financial
Split Rep Form
form for split rep
Lit No: 100765
Revised: 01/01/1900
Form ID: 28650
Publish: 05/31/2012
Details
Country Financial
Referal Rep Form
Form for referral rep
Lit No: 100601
Revised: 06/22/2017
Form ID: 28651
Publish: 06/30/2017
Details
Country Financial
Risk Profile
risk profile - AAQ
Lit No: F30-823
Revised: 10/18/2012
Form ID: 28769
Publish: 10/19/2012
Details
Country Financial
Focus Tax Exempt Strategy Pages
Strategy pages for Focus tax exempt accounts
Lit No: F30-828-08
Revised: 09/22/2017
Form ID: 28902
Publish: 09/26/2017
Details
Country Financial
Focus Taxable Strategy Pages
Strategy pages for Focus taxable accounts
Lit No: F30-827-08
Revised: 09/22/2017
Form ID: 28903
Publish: 09/26/2017
Details
Country Financial
CoMPAS Tax Exempt Strategy Pages
Strategy pages for CoMPAS tax exempt accounts
Lit No: F30-826-09
Revised: 08/30/2017
Form ID: 28904
Publish: 09/05/2017
Details
Country Financial
CoMPAS Taxable Strategy Pages
Strategy pages for the CoMPAS taxable accounts
Lit No: F30-825-13
Revised: 08/30/2017
Form ID: 28905
Publish: 09/05/2017
Details
Country Financial
Foundation Strategy Pages
Strategy pages for Foundation accounts
Lit No: F30-824-08
Revised: 03/29/2017
Form ID: 28906
Publish: 04/21/2017
Details
Country Financial
CoMPAS Fee Schedule - New
New CoMPAS Fee Schedule effective 01/01/2016
Lit No: F30-412-11
Revised: 01/01/2016
Form ID: 45375
Publish: 11/20/2015
Details
Country Financial
Focus Fee Schedule - New
Focus Fee Schedule effective 01/01/2016
Lit No: F30-594-07
Revised: 01/01/2016
Form ID: 45376
Publish: 11/20/2015
Details
Country Financial
Journey Series - Account Aggregation
Lit No: 102518
Revised: 12/18/2017
Form ID: 45840
Publish: 12/30/2017
Details
Country Financial
Beneficial Ownership
Beneficial Ownership form used for entity clients
Lit No: 102713
Revised: 05/01/2018
Form ID: 61914
Publish: 05/04/2018
Details

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Aberdeen Asset Management
AIG Annuities - Fixed
AIG Annuities - Index
AIG Annuities - Variable
AIG Annuities - Variable NY
AIG Funds
Alger Funds
Alliance Bernstein
Allianz Global Investors
Allianz Life Insurance Company of North America
Allstate Life Insurance Company
Amana Mutual Fund
American Beacon
American Century Investments
American Equity Investment Life Insurance Co.
American Funds
American General Life - Annuities
American General Life and Accident Ins. Co. (AIG)
American Realty Capital
American United Life
AMG Funds
Amundi Pioneer Asset Management
API Funds
Aquila Funds
Arctrust
Ariel Investments
Arrow Funds
Aspire Financial Services
ATEL Capital Group
Athene Annuity
Ave Maria
AXA Equitable - Annuities
AXA Equitable - Life Insurance
Behringer Harvard Securities
Bel Air Investment Advisors LLC
Berwyn Funds
Black Creek Group
BlackRock
Bluerock Capital Markets
Bright Directions
Bright Start 529
Brighthouse Financial
Buffalo Funds
Burnham Funds
Calamos Investments
Calvert Investments
Cantor Fitzgerald
Capital Management Group
Carter Validus Mission Critical REIT
Carter Validus Mission Critical REIT II
Catalyst Funds
Cavanal Hill Funds
Charles Schwab & Co., Inc.
CIM Group
CION Investments
Clark Capital
CLS Investments
CNL
College Choice 529
Columbia Threadneedle
Community National Bank
Cottonwood Residential
Country Financial
Cunat --NEW--
CV Data Center --NEW--
Cypress Leasing
Davis Funds
Delaware Funds
Delaware Life Insurance
Dodge & Cox
DoubleLine Funds
Dreyfus
Driehaus Capital Management
Dunham & Associates Investment Counsel
Eagle Asset Management
Eagle Life Insurance Co --NEW--
Eaton Vance
Edgar Lomax
Edgewood Funds
Empire Financial Group
Evolv Capital
Fairholme Funds
Federated Investors
Fidelity & Guaranty Life
Fidelity Advisors
Fidelity Investments Institutional Wealth Services
First Eagle Funds
First Investor Funds
FolioFN
Forethought Distributors
Forward Funds
Franklin Square Capital Partners
Franklin Templeton
FSC Securities Corp
FTJ FundChoice
Future Scholar
Gabelli Funds
Goldman Sachs Asset Management
GPB
Grant Park Funds
Great-West Financial
Greenbacker
Griffin Capital
Guardian Insurance & Annuity Company, Inc.
Guggenheim Investments
Harbor Funds
Hartford Investment Financial Svcs - Annuities
Hartford Investment Financial Svcs - Mutual Funds
Hartford Investment Financial Svcs College Plans
Hartford Life Insurance Company - Life Ins
Heartland Advisors
Henderson Global Investors
Hennessy Funds
Highland Capital Management
Highmark Funds
Hines
Homestead Funds
Horizon Investments
Huntington Funds
ICON Advisers Inc.
Infinity Funds
Inland Securities
Integrity (W&S Financial Group Distributors)-FA
Integrity (W&S Financial Group Distributors)-VA
Integrity Viking Funds
Invesco
IVY Investments
J.P. Morgan Clearing Corp
J.P. Morgan Funds
Jackson National Life Insurance Company
Jensen Funds
John Hancock Freedom 529
John Hancock Investments
John Hancock Life Ins Co - Life Insurance
Kansas City Life Ins
KBS REIT
Keeley Funds
Knighthead Annuities --NEW--
Learning Quest
Leuthold Weeden Capital Management
Liberty Trust Company
Life Insurance Company of the Southwest (LSW)
Lightstone Capital Markets
Lincoln Financial Group - Annuities
Lincoln Financial Group - Life Ins
Lincoln Property Company --NEW--
Lindner Capital Advisors
Lodging Opportunity Fund, REIT
Lonestar 529
Loomis Sayles Funds
Lord Abbett & Co.
Loring Ward
MacKenzie Realty Capital --NEW--
Mainstar Trust
MainStay Investments
Manning & Napier
MassMutual - Annuities
MassMutual - Disability Income
MassMutual - Life
MassMutual - Long Term Care
Matthews Asia
Megatel Capital Investment --NEW--
MFS Investment Management
Midland IRA --NEW--
Midland National Life
Midland Retirement Distributors
Moody National REIT
MVP Reit
National Integrity (W&S Financial Group Dist) - FA
National Integrity (W&S Financial Group Dist) - VA
National Life Insurance Company
Nationwide Advisory Solutions --NEW--
Nationwide Annuities
Nationwide Insurance
New York Life Annuities
NFS (National Financial Services)
Nicholas Family of Funds
NorthStar
Nuveen Advisory
Oakmark Funds
OCM Gold Fund
Ohio National - Annuities
OneAmerica Securities
Oppenheimer Funds
Owl Rock --NEW--
Pacific Advisors Fund
Pacific Funds
Pacific Life & Annuity (NY-Annuities)
Pacific Life & Annuity (NY-Life Insurance)
Pacific Life (Annuities)
Pacific Life (Life Insurance)
Pacific Life Magnastar
Parnassus Funds
Pax World Funds
Permanent Portfolio Funds
Perritt Funds
Pershing
Pershing Advisor Solutions
Phillips Edison
PIMCO
Preferred Apartment Communities
Preferred Capital Securities
Principal Financial Group
Principal Funds
Private Client Services
ProFunds
Protective Life Insurance Company
Provasi Capital Partners
Prudential - M Group
Prudential Annuities
Prudential Annuities (Advanced Series)
Prudential Mutual Funds
Prudential Premier Investment
Prudential Premier Retirement
PruSecure Fixed Indexed Annuity
Putnam Funds
Quaker Funds
Rainier Capital Management
RBC Capital Markets
Redwood Mortgage Investors
Reef Oil & Gas Partners LP
Reliance Standard
ReliaStar Life Insurance Company of New York
Resource Real Estate Opportunity REIT
RK Properties
Rodin Global Property Trust
Royal Alliance
Royce Funds
RS Investments
SagePoint Financial
Sammons Retirement Solutions
Saratoga Capital Management
Scholars Choice
Security Benefit Life
SEI (Trust 3000 Forms Only)
SEI (Wealth Platform Forms Only)
Selected Funds
Shopoff Realty Investments
Sierra Income Corporation
Sit Mutual Funds
Spire Investment Partners, LLC
Steben & Company
Stira Capital Markets Group
Strategic Equity Management
Strategic Storage Growth Trust
Strategic Storage Trust II
Strategic Storage Trust IV, Inc
Strategic Student & Senior Housing Trust, Inc
Sun Life of Canada - Annuities
TCA by E-TRADE
TD Ameritrade
Terra Capital Partners
The Pacific Financial Group
The Standard --NEW--
Thompson IM
Thornburg Investment Management
Time Equities
Timothy Plan
Tocqueville Funds
Toews Corporation
Touchstone Investments
Transamerica Life Insurance Co - Annuity
Transamerica Life Insurance Co - Insurance
Transamerica Mutual Funds
TriLinc Global Impact Fund
Triloma
Triton Pacific Investment Corporation & TB, LP
US Bank
US Government
VALIC
Van Eck Global
Vanguard Funds
Victory Funds
Virtus Funds
Voya - Annuities
Voya - Life Insurance
Voya Investment Management
W P Carey & Co.
Wasatch Funds
Waveland Energy Partners
WBI Investments
Weitz Funds
Wells Fargo Advantage Funds
Westcore Funds
Western National - American General
Western National - US Life
Western-Southern
WNC Housing Credit
Woodbury Financial Services, Inc
Yorktown Funds

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