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I'm Pam Krueger from MoneyTrack on PBS. For two decades I've been educating investors about the good, the bad and the ugly of financial advisors.

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2 MIN: START NOW
What’s the approximate value of all of your investment accounts?
(We ask since some advisors have account minimums)
Great! Does that include assets held in Employer-Sponsored Retirement Plans such as 401(K) or IRA?
Most recent annual Income
Indicate your interest for each:
Now, more about you. What is your name?

Basic html

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  • You can align images (data-align="center"), but also videos, blockquotes, and so on.
  • Lines and paragraphs break automatically.
  • Web page addresses and email addresses turn into links automatically.

Filtered HTML

  • Web page addresses and email addresses turn into links automatically.
  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <img src alt data-entity-type data-entity-uuid><p>
  • Lines and paragraphs break automatically.
Nice to meet you! What’s your age?
This will help us evaluate your risk/retirement profile

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  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type='1 A I'> <li> <dl> <dt> <dd> <h2 id='jump-*'> <h3 id> <h4 id> <h5 id> <h6 id>
  • You can align images (data-align="center"), but also videos, blockquotes, and so on.
  • Lines and paragraphs break automatically.
  • Web page addresses and email addresses turn into links automatically.

Filtered HTML

  • Web page addresses and email addresses turn into links automatically.
  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <img src alt data-entity-type data-entity-uuid><p>
  • Lines and paragraphs break automatically.
5 digit code only (eg. 60038)
Great! How would you describe your outlook on the future?
Hopeful: Investing some of my money in stocks fits my profileBetter safe than sorry, I'd like to minimize my exposure to risky investments
Now what's your view on stock market ups and downs?
*Check all that apply
Indicate your interest for each:
Excellent. Before we move on would you like to share your email so you won’t lose progress if you take a break?

Basic html

  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type='1 A I'> <li> <dl> <dt> <dd> <h2 id='jump-*'> <h3 id> <h4 id> <h5 id> <h6 id>
  • You can align images (data-align="center"), but also videos, blockquotes, and so on.
  • Lines and paragraphs break automatically.
  • Web page addresses and email addresses turn into links automatically.

Filtered HTML

  • Web page addresses and email addresses turn into links automatically.
  • Allowed HTML tags: <a href hreflang> <em> <strong> <cite> <blockquote cite> <code> <ul type> <ol start type> <li> <dl> <dt> <dd> <img src alt data-entity-type data-entity-uuid><p>
  • Lines and paragraphs break automatically.
Now let's figure out which type of advisor will work best with you.
I prefer my financial advisor to be
*This will limit results to only the chosen gender
How do you prefer to communicate?
*Check all that apply
How often do you expect to interact with your advisor?
On a scale from 1-5, What kind of interaction are you looking for?
Don’t bother me with any details - My financial advisor can take care of everythingBother me with all details - My opinion is important with all investment/ planning decisions
How quickly do I expect my advisor to respond to my questions or inquiries?
Indicate your interest for each:
Drag and drop these investment items into the right bins.
1-time retirement report
Investments for tax efficiencies (Index, ETF's, etc)
Managing private or alternative investments
Socially responsible investing
Manage windfall from inheritance, business sale, or other events
Indicate your interest for each:
Drag and drop these investment items into the right bins.
General financial planning
Insurance Planning
Creating retirement spending plan
Long-term care plan
Retirement income planning
Indicate your interest for each:
Drag and drop these investment items into the right bins.
Financial planning after divorce or loss of spouse
Planning for child for special needs
College / Education planning
Divorce planning
Same sex couple planning
Indicate your interest for each:
Drag and drop these investment items into the right bins.
Tax estate and legacy planning
Real Estate/Mortgage
Tax preparation
Trust/Trustee services
Managing 401k / employee stock options
How would you like to compensate your advisor?
How soon are you looking to hire a professional financial advisor?
You acknowledge receipt of Wealthramp’s ADV Part 2, Privacy Policy, and Solicitor’s Disclosure which sets forth the solicitor’s fee arrangement between Advisors and Wealthramp. Advisors' ADV Part 2 are provided when you View Results.
Your privacy and our compliance with SEC referral rules are important to us. In order to view your matches, please click the box to acknowledge your receipt of these important disclosures.
A valid email address. All emails from the system will be sent to this address. The email address is not made public and will only be used if you wish to receive a new password or wish to receive certain news or notifications by email.
Several special characters are allowed, including space, period (.), hyphen (-), apostrophe ('), underscore (_), and the @ sign.
Provide a password for the new account in both fields.