- New Planning Clients
Link page to download financial data gathering forms “here”
New Client Intake Form “here”
2. Asset Management Clients
To access your Investment Account(s) click “here”
Note: Enter 47Y in the Financial Organization Number Field.
3. Miscellaneous Information
View Privacy Policy “here”
See Long Run Financial, Ltd. on “Brokercheck”
note: click the firm tab and type Long Run Financial, Ltd
note: click the individual tab and type Dennis Gravitt
See our newest “Form ADV Brochure”
- required to be viewed within 48 hours of entering an asset management agreement
- required to be offered to clients at the beginning of each year
4. Emergency Contact Information
In the event of a business disruption or other reason the client is unable to contact Long Run Financial, Ltd. through traditional channels, the following alternate email and phone number should be employed:
- Alternative email – Dennis.C.Gravitt@gmail.com
- Alternative Phone number – (815) 263 – 8561