Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Kruse is a financial advisor with NFP Retirement Inc. Richard has been in the financial services industry since 1984 and is registered as a registered representative (Series 7, Series 6, and SIE) and an investment advisor representative (Series 65) in California and Minnesota. Richard has a designation as a Chartered Financial Consultant. Richard also owns and manages Red Rock Properties, LLC and Kruse Consulting, LLC. Richard is a member of Sedona 30.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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CA
08/01/2016 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
MN
11/21/2003 - 04/02/2018
KESTRA INVESTMENT SERVICES, LLC (PLYMOUTH MN)
NJ
03/22/1984 - 10/22/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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