Do you currently have a financial advisor or a wealth advisor? Yes No What is your level of interest in obtaining a financial advisor or a wealth advisor? Extremely interested Very interested Somewhat interested Neutral Not at all interested What is the value of your individual total investable assets? This includes all investable assets such as cash, checking accounts, savings accounts, money market accounts, CDs, stocks, bonds, mutual funds, trusts, college savings plans, retirement accounts such as IRAs), equity value of investment real estate, commodity investments, derivatives, private business ownership, alternative investments (such as private equity and hedge funds), and other investable assets. Please do NOT include the value of any of your residences, pensions, annuities, or 401(k)/403(b) with a current employer. You may include assets in a 401(k) or 403(b) with past employers. Under $100,000 $100,000 to less than $250,000 $250,000 to less than $500,000 $500,000 to less than $1 million $1 million to less than $2 million $2 million or more Don't know/Refused to answer