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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 Trittschuh is an Investment Advisor Representative associated with CliftonLarsonAllen Wealth Advisors, LLC and has been in the industry since August 13, 2001. Richard Trittschuh is registered in 9 states and has a total of 5 state licenses. Richard Trittschuh's firm, CliftonLarsonAllen Wealth Advisors, LLC, has been serving clients since 2012. Richard Trittschuh specializes in providing financial planning and portfolio management for individuals and businesses. Richard Trittschuh and CliftonLarsonAllen Wealth Advisors, LLC offer their services to high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other clients.
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.
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2
MN
08/21/2023 - Present
Cliftonlarsonallen Wealth Advisors, LLC (MINNEAPOLIS MN)
IL
06/09/2010 - 11/09/2012
CG BROKERAGE L.L.C. (OAK BROOK IL)
BC
Issued 06/24/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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