Broker Check

Bluffton Location

117 E Elm Street

Bluffton, OH 45817

Personal Information Questionnaire

Please note that when you click the link to start the questionnaire, it must be completed in one sitting. There is not a "save" feature for security purposes.  You can, however, submit a partial questionnaire and then submit another one later. You will need to re-enter a couple of required fields, but not many.

If you need to submit more than one document, please email the others to us at

secure link to questionnaire

We look forward to starting a conversation with you!