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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca Erin Oelrich is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. Rebecca has been in the financial industry since 2008 and holds licenses to provide financial advice in Minnesota and Texas. Rebecca specializes in working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Rebecca can help with a range of financial planning needs, including portfolio management, retirement planning, college savings, and estate planning. Rebecca is a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MN
08/28/2023 - Present
Creative Planning (Bloomington MN)
MN
09/10/2008 - 08/28/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT CLOUD MN)
IA
Issued 12/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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