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What to Bring to Your Financial Advisor Meeting

Commerce Financial Advisors

What to Bring

The more your Commerce Brokerage Financial Advisor knows about your financial picture, your needs and your goals, the better he or she can advise you. 

So, you’ll get the most out of your meeting if you bring along your most current information and paperwork regarding your:
  • Financial assets and securities holdings
  • Investment and personal income
  • Retirement assets
  • Tax status
  • Credit and mortgage obligations

Also give some thought to:

  • Your short- and long-term financial goals
  • How the ages, occupations and interests of you and your dependents affect
    your goals
  • When you may need to draw on your investments
  • Your risk tolerance

Provide Updates

As your situation changes through the years, it is important to keep your Financial Advisor informed of events that might impact your financial picture. He or she will then be able to work with you to monitor and adjust your financial strategy to meet your evolving needs. 


† To send an email that contains confidential information, please visit the Secure Message Center where there are additional instructions about whether to use Secure Email or Online Banking messaging.

The information provided on this website is not meant as a recommendation or endorsement of any specific security or strategy. An individual’s situation can vary; therefore the information provided above should be relied upon only when coordinated with individual professional advice.

Mutual funds, annuities, and other investment products:

Not FDIC-insured

May lose value

No bank guarantee

Security and Advisory services provided through Commerce Brokerage Services, Inc., member FINRA, SIPC, and a registered investment advisor. Insurance products are offered through Commerce Insurance Services, Inc. Both entities are subsidiaries of Commerce Bank.

Investments in securities and insurance products are Not FDIC insured; Not Bank-Guaranteed and May Lose Value.

This site is not intended for use by, or to provide any information to, investors in any state where Commerce Brokerage Services, Inc. is not registered or in any jurisdiction outside the United States of America where such use would be prohibited or otherwise regulated. Nothing on this web site shall be considered a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction.