403(b)wise . Wise Information for Advisors . Take Action . Advisor Directory

Send the following information to 403(b)wise. Upon approval, you will be mailed an inclusion agreement and payment information. Your listing will last one or two years (depending upon duration chosen) from the date your information appears in the directory. Please be sure to proofread your submission.

Sign-Up Form for the 403(b)wise Advisor Directory

Full Name
Email Address
Company Name
Phone Number
Fax Number
Street Address
(street address line 2)
City
State
Zip Code
Description Up to 200 words about self and service
	Credentials
IARD/CRD or SEC #
CFP® #
Other
	403(b)wise Advisor Requirements
	I am Registered Investment Advisor (RIA) We are not at this time accepting Registered Representatives, Dual Registered Representatives, Insurance License Representatives
	I understand the workings of the 403(b), including the requirements of the new regulations.
	I do not sell products with loads or surrender charges
	I pledge to act as a fiduciary for clients
	I will provide clients generated from this listing with answers to the 403(b)wise Advisor Questionnaire (pdf)
	Professional Affiliations
	Member of the Garrett Planning Network
	Member of National Association of Personal Financial Advisors (NAPFA)