Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Hultquist is a financial professional with over 25 years of experience in the industry. Richard is currently registered as an Investment Advisor Representative with AssuredPartners Investment Advisors. Richard has a broad range of experience, having worked with several firms over the years, including Financial Telesis Inc, Intersecurities, Inc., OneAmerica Securities, Inc., American United Life Insurance Company, and Princor Financial Services Corporation. Richard has held a variety of roles, including Senior Vice President of Retirement Services, Agent, and Managing Member. This experience allows Richard to bring a comprehensive understanding of the financial industry to clients. Richard holds the Series 63, 66, 7, and 26 licenses. He is also a registered Investment Advisor Representative in Washington, and has passed the SIE exam. Richard is dedicated to helping clients achieve their financial goals.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
1
2
FL
04/02/2024 - Present
Assuredpartners Investment Advisors (TAMPA FL)
WA
03/31/2004 - 04/19/2006
FINANCIAL TELESIS INC (RENTON WA)
FL
06/16/2003 - 04/02/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
05/09/2000 - 04/21/2003
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/09/2000 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
03/31/1997 - 04/24/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 10/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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