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Investment Advisors
Solicitor's Separate Disclosure
Investor Objectives Questionnaire
These forms are for Registered Investment Advisors only.
They are in Adobe PDF format, and you might need to download free Adobe Reader software to be able to print them.
If you have any questions about these forms, please contact David R. Kern Asset Management.
Copyright © 2008, Advantage Financial Planning, Inc.
All rights reserved.