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Richard Benjamin Komarek

RIC Komarek, CFP

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About Richard Benjamin Komarek

Richard Komarek is a Certified Financial Planner who has been in the financial services industry since 2007. Richard is registered with the state of California as an Investment Advisor Representative. Richard has a Series 65 license, and the firm RIC Komarek, CFP has offices in Redding, California. The firm has a total of 184 accounts and $25,000,000 in assets under management. The firm offers financial planning, pension consulting, and portfolio management services for individuals. Richard has over 90 individual clients and provides both discretionary and non-discretionary investment advice.

Firm Information

Richard Komarek is currently registered with RIC Komarek, CFP. RIC Komarek, CFP is a financial advisor serving clients in Redding, CA. They offer a range of financial services including financial planning, pension consulting, and portfolio management for individuals. The firm has $25 million in regulatory assets under management, with the majority of that amount coming from 90 individuals and other than high net worth clients. They also serve 6 high-net-worth individuals with approximately $7 million in assets under management. In addition to their advisory services, they also conduct educational seminars for clients.

$25.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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pension consulting services

Pension consulting services

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Komarek’s Registration & Firm History

CA

03/18/2010 - Present

RIC Komarek, CFP (REDDING CA)

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Licenses & Designations

IA

Issued 03/22/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Benjamin Komarek.
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