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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Rich is a registered investment advisor with Rivertree Advisors, LLC. Theodore is registered in Colorado and Florida. Theodore has been in the industry since 1995 and has experience with individuals and high-net-worth individuals. Theodore has also worked with pension and profit-sharing plans. Theodore is focused on providing financial planning and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
11/20/2024 - Present
Rivertree Advisors, LLC (WINTER PARK FL)
IN
02/25/2002 - 05/19/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
WI
07/09/1998 - 03/08/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
AL
04/20/1998 - 08/05/1998
PROEQUITIES, INC. (BIRMINGHAM AL)
WI
01/12/1998 - 04/21/1998
SII INVESTMENTS, INC. (APPLETON WI)
IA
09/28/1995 - 01/09/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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