Douglas Bagwell & Co., LLC

Client Application


What you'll need to apply:

  1. Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)

  2. Foreign tax ID, passport, or visa number (if you're not a citizen or permanent resident of the U.S.)

  3. Employer's name and address

Only residents of the states of Missouri or Nebraska may apply online. 


ADV Part 2 Client Brochure

Client Agreement

If this is a joint application, the joint owner will be able to sign after submission of the application. Please follow the instructions.