Unclaimed
Richard Hanzlik is a financial advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and assets under management of over $100 billion. Richard has been in the industry since 1991 and is registered in 15 states. Richard specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Richard has also been associated with Securian Financial Services, Inc. and CRI Securities, LLC.
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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (BAYPORT MN)
MN
09/06/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BAYPORT MN)
MN
09/06/1991 - 10/18/2021
CRI SECURITIES, LLC (BAYPORT MN)
IA
Issued 5/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/4/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 9/4/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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