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Richard "Rick" Colleoni Jr. Email & Phone Number

Wealth Manager with Sigma Financial focused on Retirement | Income | Investment Planning at Sigma Financial Corporation
Location: Dallas-Fort Worth Metroplex, United States 11 work roles 1 school
1 work email found @morgankeegan.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Sigma Financial Corporation
Role
Wealth Manager with Sigma Financial focused on Retirement | Income | Investment Planning
Location
Dallas-Fort Worth Metroplex, United States
Company size
174 employees

Who is Richard "Rick" Colleoni Jr.? Overview

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Quick answer

Richard "Rick" Colleoni Jr. is listed as Wealth Manager with Sigma Financial focused on Retirement | Income | Investment Planning at Sigma Financial Corporation, a with 174 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at morgankeegan.com and a matched LinkedIn profile for Richard "Rick" Colleoni Jr..

Richard "Rick" Colleoni Jr. previously worked as Wealth Manager at Sigma Financial Corporation and Registered Representative at Sigma Financial Corporation. Richard "Rick" Colleoni Jr. holds Bachelor Of Science - Bs, Petroleum, Chemical And Mechanical from Texas Tech University.

Company email context

Email format at Sigma Financial Corporation

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*@morgankeegan.com
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Profile bio

About Richard "Rick" Colleoni Jr.

As a Wealth Manager with Sigma Financial, I enjoy working with individual clients, families, and business owners on financial planning, insurance, and Sigma Financial is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help build wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.

Listed skills include Investments, Financial Advisory, Retirement Planning, Retirement, and 43 others.

Current workplace

Richard "Rick" Colleoni Jr.'s current company

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Sigma Financial Corporation
Sigma Financial Corporation
Wealth Manager with Sigma Financial focused on Retirement | Income | Investment Planning
ann arbor, michigan, united states
Website
sigmafinancial.com
Employees
174
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Company profile
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11 roles · 26 years

Richard "Rick" Colleoni Jr. work experience

A career timeline built from the work history available for this profile.

Wealth Manager

Current
Sigma Financial Corporation

1100 Starleaf Dr. Mansfield, Tx 76063 | Phone: 682-558-9111

As a Wealth Manager with Sigma Financial, I help clients put solutions in place for wealth management, income planning, and retirement. What does that mean for my clients? It means I'm responsible for helping clients understand their long-term plans for financial security. Taking complex investment strategies and making them easier to understand and make decisions on allows my clients to be fully involved in their wealth management planning. This includes areas such as:- Income Planning- Retirement Plannig- IRAs- 401(k)- Charitable Giving- Asset Protection- Insurance Planning- Wealth Creation, Management, and Preservation- Trust Documents- Financial ReportingAt Sigma Financial, our independence enables us to establish working relationships with a vast number of industry-leading mutual funds, separate account managers, third party asset managers, annuity providers, alternative investments and insurance providers whose products we leverage to create customized client solutions. Our advisors recommend only those products and services that can be tailored to suit our clients' unique needs.

Jan 2017 - Present

Registered Representative

Current
Sigma Financial Corporation

1100 Starleaf Dr. Mansfield, Tx 76063 | Phone: 682-558-9111

Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation . Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

Jan 2017 - Present

Vice President , Private Client Group

Wunderlich Securities

Dallas, Texas

Jan 2014 - Dec 2016

Vice President, Financial Advisor

Raymond James

Fort Worth Texas

Oct 2007 - Jan 2014

Offshore Project Manager

Consultant To Union Pacific Resources

Fort Worth Texas

Apr 1997 - Dec 2000

Contruction And Contracts Manager

Consultant To Occidental Petroleum

Doha, Qatar

Sep 1995 - Apr 1997

Project Manager- Environmental Remediation

Atlantic Richfield Company

Los Angeles, California

May 1990 - Feb 1995

Director Of Contracts

Atlantic Richfield Company

Dallas, Texas

Mar 1988 - Apr 1990

Senior Project Engineer

Atlantic Richfield Company

Dallas , Texas

Sep 1981 - Mar 1988

Engineering Development

Atlantic Richfield Company

Houston, Texas Area

Jul 1980 - Sep 1981
Team & coworkers

Colleagues at Sigma Financial Corporation

Other employees you can reach at sigmafinancial.com. View company contacts for 174 employees →

SN Sabina Newsome Sabina Newsome Colleague at Sigma Financial CorporationAnn Arbor, Michigan, United States View → WM Wendy Masen, Aif® Wendy Masen, Aif® Colleague at Sigma Financial CorporationUnited States View → JZ Josh Zagor Josh Zagor Colleague at Sigma Financial CorporationWhitmore Lake, Michigan, United States View → AF Art Ferguson Art Ferguson Colleague at Sigma Financial CorporationYpsilanti, Michigan, United States View → AJ Ashley Jackson Ashley Jackson Colleague at Sigma Financial CorporationUnited States View → BR Brittany Russow Brittany Russow Colleague at Sigma Financial CorporationTemperance, Michigan, United States View → FM Franklin Moore Franklin Moore Colleague at Sigma Financial CorporationCincinnati, Ohio, United States View → DG David Goldberg David Goldberg Colleague at Sigma Financial CorporationFarmington, Michigan, United States View → MH Melissa Howe Melissa Howe Colleague at Sigma Financial CorporationUnited Kingdom View → SK Steven Kolasinski Steven Kolasinski Colleague at Sigma Financial CorporationWhite Lake, Michigan, United States View →
1 education record

Richard "Rick" Colleoni Jr. education

FAQ

Frequently asked questions about Richard "Rick" Colleoni Jr.

Quick answers generated from the profile data available on this page.

What company does Richard "Rick" Colleoni Jr. work for?

Richard "Rick" Colleoni Jr. works for Sigma Financial Corporation.

What is Richard "Rick" Colleoni Jr.'s role at Sigma Financial Corporation?

Richard "Rick" Colleoni Jr. is listed as Wealth Manager with Sigma Financial focused on Retirement | Income | Investment Planning at Sigma Financial Corporation.

What is Richard "Rick" Colleoni Jr.'s email address?

AeroLeads has found 1 work email signal at @morgankeegan.com for Richard "Rick" Colleoni Jr. at Sigma Financial Corporation.

Where is Richard "Rick" Colleoni Jr. based?

Richard "Rick" Colleoni Jr. is based in Dallas-Fort Worth Metroplex, United States while working with Sigma Financial Corporation.

What companies has Richard "Rick" Colleoni Jr. worked for?

Richard "Rick" Colleoni Jr. has worked for Sigma Financial Corporation, Wunderlich Securities, Raymond James, A.G. Edwards & Sons, Inc., and Consultant To Union Pacific Resources.

Who are Richard "Rick" Colleoni Jr.'s colleagues at Sigma Financial Corporation?

Richard "Rick" Colleoni Jr.'s colleagues at Sigma Financial Corporation include Sabina Newsome, Wendy Masen, Aif®, Josh Zagor, Art Ferguson, and Ashley Jackson.

How can I contact Richard "Rick" Colleoni Jr.?

You can use AeroLeads to view verified contact signals for Richard "Rick" Colleoni Jr. at Sigma Financial Corporation, including work email, phone, and LinkedIn data when available.

What schools did Richard "Rick" Colleoni Jr. attend?

Richard "Rick" Colleoni Jr. holds Bachelor Of Science - Bs, Petroleum, Chemical And Mechanical from Texas Tech University.

What skills is Richard "Rick" Colleoni Jr. known for?

Richard "Rick" Colleoni Jr. is listed with skills including Investments, Financial Advisory, Retirement Planning, Retirement, Series 7, Securities, Wealth Management, and Investment Advisory.

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