Bright Futures Wealth Management, LLC
Advisor Center
Breaking News Alerts
Advisor Center
List of Access Persons - Version 04/06/2026
BFWM - Policies & Procedures Manual - Version 03/18/2025
Investment Policy Statement - Version 05/03/2023
BFWM Employee Handbook - Version 10/25/2022
Advisor Quick Links
Solicitors Agreements & Forms
Client Solicitor's Disclosure Document - Version 5/10/2017
Rollover Takeover Approval Form - Version 02/23/2021
Trading Checklist - Version 11/11/25
Account Opening Forms
Investment Advisory Contract - Version 05/03/2023
SEI Investment Advisory Contract - Version 05/03/2023
Orion Investment Advisory Contract - Version 05/03/2023
Investment Advisory Contract Addendum - Version 05/03/2023
Account Service Forms
Advisory Fee Change Form - Version 10/29/2019
Financial Planning and Pension Consulting Agreements
Pension Consulting Agreement - Version 04/02/2019
Financial Planning Agreement - Version 05/03/2023
Disclosures
BFWM - ADV Part 2A - Version 03/20/2025
BFWM - ADV Part 3 - Client Relationship Summary - Version 06/24/2020
BFWM - Wrap Fee Program Brochure - Version 11/11/2025
SEC Disclosure - Version 01/03/2017
Privacy Policy - Version 04/14/23
Rollover Disclosure - Version 11/08/2017
Direct Participation Program Disclosure - Version 05/03/2018
ElderCare
10 Warning Signs of Diminished Capacity - Version 02/25/2019
Cognitive Impairment/Elder Abuse Form - Version 02/25/2019
Elder Care Planning Checklist - Version 02/25/2019
Vulnerable Adult Incident Report - Version 12/20/2018
Processes & How-To Guides
Administration Workflow - Version 12/02/2020
Docupace - Uploading client maintenance forms using Docupace
Orion Apps Cheat Sheet - Version 03/26/2020
Equimark Insurance Agency - Fixed Insurance & Annuities Producers Set Up
Marketing Materials
Who We Are - Version 12.02.2022
Who We Are Rep Brochure - Version 10.25.22
Links to Product Information - Please Note: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.
Auto Callable Yield Notes 101 -
Buffered Notes 101 -
Dual Directional Notes 101 -
Features and Descriptions of Structured Products -
Market Linked CD 101 -