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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard A. Gartelmann is a financial advisor in Aurora, IL. Richard is a registered Investment Advisor representative and has been in the industry for over 20 years. Richard is affiliated with River Street Advisors, LLC. Richard has experience in several areas, including financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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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2
IL
12/12/2011 - Present
River Street Advisors, LLC (AURORA IL)
IL
02/18/2015 - 03/14/2016
LPL FINANCIAL LLC (AURORA IL)
IL
10/13/2011 - 01/02/2013
LPL FINANCIAL LLC (AURORA IL)
IL
02/14/2007 - 02/25/2010
LPL FINANCIAL CORPORATION (LISLE IL)
IL
02/02/2004 - 01/16/2007
FELDMAN SECURITIES GROUP L.L.C. (CHICAGO IL)
IL
09/15/1999 - 01/23/2004
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MN
10/15/1997 - 10/11/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IL
06/23/1997 - 10/01/1997
HORWITZ & ASSOCIATES, INC. (HIGHLAND PARK IL)
IA
Issued 12/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/14/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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