RISA Onboarding Questionnaire

Know how to best serve your client.

Our Retirement Income Style Awareness® Profile (the RISA®) helps your clients choose what retirement plan feels right to them.

Name*
First Last
Please confirm your first and last name.
Email*

Please confirm your email address.
Company / Firm Name*
Company / Firm Address
Street Address Address Line 2 City State ZIP Code
Phone*
Are you appointed with a Broker Dealer or RIA?*
- Yes
- No, I am insurance licensed only.
Please select from the choices below.*
- CreativeOne Securities
- CreativeOne Wealth
- Other
Please input which RIA or BD are you appointed with.*
Please provide the disclosures needed.*