Richard has been an investment professional since 1989. He was born and raised in Suring, Wisconsin. After attending college, he returned to Suring to operate a successful grocery store and feed Mill Company for many years. During this time, he developed a keen understanding of the opportunities and challenges business owners face on a daily basis. He uses this experience to guide his clients through similar challenges while they operate businesses of their own. Richard takes great pride in tailoring services, portfolios and investing styles that are best for his clients, based upon their unique personal objectives.
Richard was named a member of the 2018 and 2019 Executive Council*. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.
He holds the following professional licenses:
Series 3, Registered Commodity Representative
Series 4, Registered Options Principal
Series 7, General Securities Representative
Series 24, General Securities Principal
Series 63, Uniform Securities Agent
Series 65, Investment Advisor Representative
Health, Life, and Variable Insurance (including annuities)
Richard is a member of the Estate Planning Council of Northeast Wisconsin. He also holds a CHARTERED FINANCIAL CONSULTANT™ professional certification and an ACCREDITED ESTATE PLANNER™ designation. In his spare time, he enjoys bicycling, traveling and riding his Harleys. He enjoys activities with his six grandchildren such as swimming, fishing, attending hockey games, and going to the Zoo.
*Membership is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.