About Me
Rick is a graduate from Minnesota State Mankato, MN in 1994 with a degree in Economics and Marketing, where he also played 4 years of collegiate Football. Rick has over 29 years as a financial advisor with Merrill Lynch and now with Morgan Stanley.
Rick has his CFP®, CRPC™ certificates and is a Senior Vice President and Portfolio Manager. Rick helps his clients set their goals and objectives through a holistic, planning-based approach.
He earned Forbes "Best-In-State Wealth Advisors" recognition in 2020, 2021, 2023, and 2024.
Rick grew up in Kenosha, WI and now lives in Lakeville, MN with his wife and they have 3 grown children. He enjoys golf, traveling, hunting, fishing, snowmobiling, and most things outdoors. Rick also spent many years volunteering as a Baseball, Basketball and Football coach. In addition to spending time with Community projects such as Feathers and Fur Youth Hunting, Feed the Children, and Habitat for Humanity.
Source: Forbes.com (Awarded 2020, 2021 2023 & 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
https://www.morganstanley.com/disclosures/awards-disclosure.html
Securities Agent: WA, MO, MA, SD, NY, NC, DC, UT, KY, HI, FL, CA, NM, KS, AK, MD, ID, AZ, NJ, ND, TX, OK, NV, OH, IL, CO, IA, NE, MN, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 533405