Welcome to Your Advisor Portal

Please complete the forms below and follow the instructions on each form. If you have any questions, don't hesitate to reach out to your advisor directly.

⚠️ Important: Please read before completing any form After completing each form, you must download your PDF copy first, then click Submit — both steps are required. If you submit without downloading, or download without submitting, our office will not receive your request.

Your Forms

📋

Financial Needs Analysis

A comprehensive look at your retirement status, assets, income sources, and financial goals to help your advisor build the right plan for you.

Open Form →

📝

New Client Information Sheet

Your personal details, account preferences, risk profile questionnaire, and beneficiary designations required to open your account.

Open Form →

📈

Portfolio Update / Change Acknowledgment

Document any changes to your portfolio model or allocation and authorize Luminist Capital to implement the update on your behalf.

Open Form →

Office

Luminist Capital LLC
4981 Cascade Rd, Suite C
Grand Rapids, MI 49546

Phone & Fax

P: 1-877-803-6087
F: 425-928-6079

info@luministcapital.com