Ric Clouse Jr., Crps, Aif®, C(K)P

Ric Clouse Jr., Crps, Aif®, C(K)P Email and Phone Number

Helping public, private and not-for-profit entities build better retirement programs. @ Strategic Retirement Partners
Ric Clouse Jr., Crps, Aif®, C(K)P's Location
Westerville, Ohio, United States, United States
Ric Clouse Jr., Crps, Aif®, C(K)P's Contact Details

Ric Clouse Jr., Crps, Aif®, C(K)P work email

Ric Clouse Jr., Crps, Aif®, C(K)P personal email

n/a

Ric Clouse Jr., Crps, Aif®, C(K)P phone numbers

About Ric Clouse Jr., Crps, Aif®, C(K)P

Independent consultant with 20+ years of experience in corporate and individual investment advice. Currently advising public and private corporations along with not-for-profit institutions on their qualified and non-qualified retirement programs. Our investment advisory services are also available to a select group of high net worth individuals.Specialties: Investment Advisory Representative focused on assisting Plan Sponsors with the Investment Monitoring, Fiduciary Consulting, Plan Design and Vendor Management for their Qualified Retirement Plans and Nonqualified Retirement Programs. Experience with private and public corporations as well as not-for-profit entities. Has earned the CRPS, C(k)P and AIF designations.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ric Clouse Jr., Crps, Aif®, C(K)P's Current Company Details
Strategic Retirement Partners

Strategic Retirement Partners

View
Helping public, private and not-for-profit entities build better retirement programs.
Ric Clouse Jr., Crps, Aif®, C(K)P Work Experience Details
  • Strategic Retirement Partners
    Managing Director
    Strategic Retirement Partners Dec 2018 - Present
    Us
    View
  • Goldberg, Clouse & Edgell
    President Of Asset Management
    Goldberg, Clouse & Edgell Dec 1993 - Present
    Westervile, Oh, Us
    Assisting with investment selection and portfolio construction
    View
  • White Oak Advisors
    Practice Leader
    White Oak Advisors Jul 2013 - Dec 2018
    Currently advising public and private corporations on their qualified and non-qualified retirement programs.
  • National Financial Partners
    Principal
    National Financial Partners Dec 1999 - Dec 2009
    New York, New York, Us
    Advised public and private corporations on their qualified and non-qualified retirement programs.
    View
  • Advanced Realty Management
    Realtor
    Advanced Realty Management Jan 1990 - Dec 1993
    Assisted investors and property owners with their search, selection and divestment needs.

Ric Clouse Jr., Crps, Aif®, C(K)P Skills

Alternative Investments Financial Advisory Series 63 Pensions Executive Management Defined Contribution Wealth Management Services Portfolio Management Iras Investments Relationship Management 401k Institutional Investments Retirement Plan Consulting Investment Advisory Asset Allocation Financial Services Asset Managment Wealth Management Mutual Funds Fiduciary Management Business Planning Finra High Net Worth Individuals Qualified Retirement Plans Investment Strategies Uniform Combined State Law Asset Management Separately Managed Accounts Deferred Compensation Defined Benefit Profit Sharing Benchmarking Erisa Due Diligence Etfs Plan Design Process Management Retirement Series 65 Series 7 Employee Benefits Securities Investment Management

Ric Clouse Jr., Crps, Aif®, C(K)P Education Details

  • The Ohio State University
    The Ohio State University
    Liberal Arts
  • Worthington High School
    Worthington High School

Frequently Asked Questions about Ric Clouse Jr., Crps, Aif®, C(K)P

What company does Ric Clouse Jr., Crps, Aif®, C(K)P work for?

Ric Clouse Jr., Crps, Aif®, C(K)P works for Strategic Retirement Partners

What is Ric Clouse Jr., Crps, Aif®, C(K)P's role at the current company?

Ric Clouse Jr., Crps, Aif®, C(K)P's current role is Helping public, private and not-for-profit entities build better retirement programs..

What is Ric Clouse Jr., Crps, Aif®, C(K)P's email address?

Ric Clouse Jr., Crps, Aif®, C(K)P's email address is ri****@****ire.com

What is Ric Clouse Jr., Crps, Aif®, C(K)P's direct phone number?

Ric Clouse Jr., Crps, Aif®, C(K)P's direct phone number is +161489*****

What schools did Ric Clouse Jr., Crps, Aif®, C(K)P attend?

Ric Clouse Jr., Crps, Aif®, C(K)P attended The Ohio State University, Worthington High School.

What skills is Ric Clouse Jr., Crps, Aif®, C(K)P known for?

Ric Clouse Jr., Crps, Aif®, C(K)P has skills like Alternative Investments, Financial Advisory, Series 63, Pensions, Executive Management, Defined Contribution, Wealth Management Services, Portfolio Management, Iras, Investments, Relationship Management, 401k.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.