Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Blunk is a financial advisor registered with Cetera Investment Advisers LLC, and has been in the industry since August 2009. Rick has a combined state law examination and is also registered with the Securities Industry Essentials examination and the General Securities Representative examination. Rick is registered in multiple states and is also registered with the firm in Iowa and Nebraska. Rick has been a financial advisor with Cetera Investment Advisers LLC since 2013, and also currently provides financial services as CFG Advisors. Rick has been a board member for Tri Valley Bancshares since 2009 and is a member of the Brian Duensing Foundation. Rick has been a check signer at Three Timbers Church since 2023.
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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NE
06/29/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
BOTH
Issued 9/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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