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Richard William Tschetter

Tschetter Group

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About Richard William Tschetter

Richard Tschetter is an investment advisor representative at Tschetter Group, located in BELLEVUE, WA. Richard has over 40 years of experience in the financial services industry. Richard previously worked at D.A. Davidson & Co. in BELLEVUE, WA. Richard holds the Series 63, 24, SIE, PC and Series 1 licenses. Richard is registered to provide investment advice in Texas and Washington.

Firm Information

Richard Tschetter is currently registered with Tschetter Group. Tschetter Group is an investment advisor based in Bellevue, WA with approximately $1.8 billion in regulatory assets under management. They offer a variety of services, including financial planning, pension consulting, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. The firm primarily serves high-net-worth individuals, corporations, and individuals other than high-net-worth.
Tschetter Group

2155 112TH AVE NE

BELLEVUE, WA 98004

$1.81B

Assets Under Management

Not reported

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Richard Tschetter’s Registration & Firm History

WA

05/01/2019 - Present

Tschetter Group (BELLEVUE WA)

WA

08/19/2005 - 10/08/2017

D.A. DAVIDSON & CO. (BELLEVUE WA)

CA

05/08/1989 - 08/19/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NA

04/11/1988 - 05/26/1989

SHEARSON LEHMAN HUTTON INC.

NA

04/17/1978 - 04/11/1988

E. F. HUTTON & COMPANY INC

NA

07/03/1973 - 05/22/1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

BC

Issued 10/13/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/1990

Series 24 - General Securities Principal Examination

BC

Issued 10/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1977

PC - AMEX Put and Call Exam

BC

Issued 06/27/1973

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard William Tschetter.
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