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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 Zuehlke is a financial advisor with Raymond James Financial Services Advisors, Inc. based in GREEN BAY, WI. Richard has been a registered representative in the securities industry since January 24, 1989, and has experience with STIFEL, NICOLAUS & COMPANY, INCORPORATED and ASSOCIATED INVESTMENT SERVICES, INC. Richard is also a licensed investment advisor representative. Richard is a licensed broker in 20 states and an investment advisor representative in 2 states. Richard offers a range of services, including financial planning, portfolio management, and pension consulting. Richard is also a partner in Greenback Towers, LLC, a real estate company.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WI
02/13/2015 - Present
Raymond James Financial Services Advisors, Inc. (GREEN BAY WI)
WI
03/19/2004 - 02/26/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREEN BAY WI)
WI
01/09/1990 - 04/14/2004
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
NY
01/24/1989 - 01/24/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 1/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/3/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/7/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/2/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/27/1989
Series 3 - National Commodity Futures Examination
BC
Issued 1/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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