You can use any financial advisor you wish. Nearly all financial planning companies request this type of information so that they know more about you and your risk tolerance, experience w/investing etc. You may get away w/out answering those questions or you may not. It is really a question for the advisor, and not a legal question.
This is not legal advice nor intended to create an attorney-client relationship. The information provided here is informational in nature only. This attorney may not be licensed in the jurisdiction which you have a question about so the answer could be only general in nature.
As my colleague aptly points out this is standard information requested by financial companies when trying to determine your risk tolerance and investment allocation. You might shop advisors and see if one will let you avoid reporting this information. However, a good investment company will need the requested information to best do its job.
This answer is based on general legal principles only and is not intended to provide specific legal advice. This answer is for informational purposes only and does not constitute the formation of a lawyer-client relationship. Any reader of this answer should not make decisions based upon in without first directly consulting with an attorney
These questions are common and you will need to provide them. However, have you tried simply going to the financial planner you want to use and only provide the information to that person/company? I know some companies want the account transferred in house first, but if you have not tried that, it might work and it might avoid your concerns.