Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Wurst is a financial advisor in WILLMAR, MN. Rick has 30 years of experience in the financial services industry. Rick is registered with Cetera Investment Advisers LLC and CWM, LLC, in Minnesota. Rick is a Series 7, Series 24, Series 4, Series 51, Series 52, and Series 53 licensed advisor. Rick also holds a Series 63 license.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (PAYNESVILLE MN)
MN
05/21/2010 - 01/29/2018
VOYA FINANCIAL ADVISORS, INC. (WILLMAR MN)
ND
01/09/2000 - 05/03/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (FARGO ND)
CT
05/07/1997 - 09/16/1999
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
01/11/1994 - 04/16/1997
VOYAGEUR INVESTMENTS, INC.
MN
05/26/1993 - 11/17/1993
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 02/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/23/2001
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rick Wurst is the right advisor for you? Invested Better is here to help.
