Investor Profile Test

 

Select the answer that best describes your situation in each question below.
When you’re finished, click Add Up My Points. Continue… I’ll take the test later.

Your age

Money in the bank (savings, money market accounts, CD

How much of your income do you save every month?

If you invest in a fund, how soon would you need the money back?

How important is it for your fund to pay you a monthly income?

How important is it for your fund to grow in value?

How much time can you spend monitoring your fund

Which of the following statements do you agree with most?

To Find Out What Your Test Score Means, CLICK HERE


Note: This chart is for your information only. Your total score does not recommend a particular mutual fund, nor does it guarantee that any mutual fund will achieve its investment objective. Mutual funds are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. An investment in mutual funds involves investment risks including the possible loss of the principal amount invested. Always ask for a prospectus and read it carefully before you invest in any mutual fund. ©2014 The Forms Group, All Rights Reserved


Check out the background of investment professionals associated with the site on FINRA’s BrokerCheck:

 

 

Note: We do not recommend a particular mutual fund, nor guarantee that any mutual fund will achieve its investment objective. Mutual funds are not deposits and are not insured or guaranteed by the FDIC, or any other government agency. An investment in mutual funds involves investment risks including the possible loss of the principal amount invested. Always ask for a prospectus and read it carefully before you invest in any mutual fund.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Denmark State Bank and Denmark Financial Services are not registered as a broker/ dealer or investment advisor. Registered representatives of LPL offer products and services using Denmark Financial Services and may also be employees of Denmark State Bank.

These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Denmark Stater Bank or Denmark Financial Services. The Denmark Financial Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI, IL, FL and TX. Securities and insurance offered through LPL or its affiliates are: