Documents

New Client Forms

Client Profile

Risk Profile Questionnaire

 

Sheavly Financial Group, Inc. is pleased to provide the following documents pertaining to our firm and advisory practices.

Sheavly ADV Part 2A 04-20-2011

Sheavly ADV Part 2A Appendix 1 05-16-2011

Sheavly Privacy Notice 05-19-2011

Form ADV Part 2B Bill Sheavly

Form ADV Part 2B Karrie Thomas

 

 

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