Alan Rickert, Cfp® Email and Phone Number
Alan Rickert, Cfp® work email
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Alan Rickert, Cfp® personal email
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Alan Rickert, Cfp® phone numbers
I have one goal in mind as I work with my clients: help them embrace their passions and plan their financial lives around them. Many of my clients have met with us and suddenly realized that it is possible to align their financial goals with their personal passions! I want to be viewed by my clients’ as their personal Chief Financial Officer and look to earn their confidence each and every day.I graduated from the University of Nebraska-Omaha and began my financial services career in 1991 after spending four years as a professional golfer. Since receiving the CERTIFIED FINANCIAL PLANNER™ certification in 1997, I have been committed to providing comprehensive planning and investment management to successful business owners, executives and medical specialists. Professionally, I have hosted a FINANCIAL focused radio show "Winning, with Al Rickert", on News Radio 980 KMBZ and have spoken publicly regarding IRA distribution planning, charitable planning techniques, alternative investment strategies, Modern Portfolio Theory and Behavioral Finance. As an Investment Advisor Representative with LPL Financial, I have access to independent, non-proprietary investment management platform which enables my firm to build dynamic and customized portfolios for our clients. I am joyously married to Lori and cherish each day with our children Jamie and Jake. My interests include golf, red wine and being outdoors. I also served as an elected precinct committeman in southern Johnson County.Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Alan Rickert may only discuss or transact securities business with residents of the following states: AZ, CO, FL, IA, IL, KS, MI, MO, NC, NE, SC. Third party posts on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Centerpoint Advisory Group
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- centerpointadvisory.com
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President And FounderCenterpoint Advisory GroupOverland Park, Ks, Us -
President And FounderCenterpoint Advisory Group Jan 1992 - PresentOverland Park, KansasCenterpoint Advisory Group understands that the economic environment and investment alternatives today are substantially different from those of the past. We recognize that developing successful investment strategies require sophisticated and dynamic techniques. With this philosophy in mind and utilizing a proven process, we seek to deliver solutions that precisely target the specific needs of our clients. Careful attention is paid toward integrating all aspects of a financial plan to achieve… Show more Centerpoint Advisory Group understands that the economic environment and investment alternatives today are substantially different from those of the past. We recognize that developing successful investment strategies require sophisticated and dynamic techniques. With this philosophy in mind and utilizing a proven process, we seek to deliver solutions that precisely target the specific needs of our clients. Careful attention is paid toward integrating all aspects of a financial plan to achieve customized results. We are committed to this process as we assist our clients in making better, more informed financial decisions. Show less
Alan Rickert, Cfp® Education Details
Frequently Asked Questions about Alan Rickert, Cfp®
What company does Alan Rickert, Cfp® work for?
Alan Rickert, Cfp® works for Centerpoint Advisory Group
What is Alan Rickert, Cfp®'s role at the current company?
Alan Rickert, Cfp®'s current role is President and Founder.
What is Alan Rickert, Cfp®'s email address?
Alan Rickert, Cfp®'s email address is kr****@****lpl.com
What is Alan Rickert, Cfp®'s direct phone number?
Alan Rickert, Cfp®'s direct phone number is +191351*****
What schools did Alan Rickert, Cfp® attend?
Alan Rickert, Cfp® attended University Of Nebraska At Omaha.
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