Rich Tegge

Rich Tegge Email and Phone Number

Wealth/Financial Navigator / President Wealth Strategy Group / Wealth Management / Financial Advisor / Retirement Planning / Accredited Investment Fiduciary (AIF) / Professional Plan Consultant (PPC) @ Wealth Strategy Group
Rich Tegge's Location
Marquette, Michigan, United States, United States
Rich Tegge's Contact Details

Rich Tegge personal email

n/a

Rich Tegge phone numbers

About Rich Tegge

Navigator – “a person who practices, or is skilled in, navigation”My dad, Richard Sr., was a decorated US Air Force Navigator who successfully guided his crews to destinations around the globe, from the jungles of southeast Asia to frozen tundra of the north and south poles. I inherited his passion for navigation, only I develop routes to desired wealth/financial destinations. In guiding your journey I define successful routes through today’s challenging financial landscape that delivers you to your destination.Each journey requires a thorough understanding of the terrain ahead, including the landmarks and milestones. Creating a proper road map or flight plan requires a full understanding of your present situation and the destination you desire. As your navigator, it is my job to anticipate the challenges ahead, advise you of course corrections and make appropriate adjustments. Together we monitor your progress, allowing you to enjoy the journey.I have enjoyed the privilege of guiding many successful journey's over the past 20 years and am excited about the journeys ahead and the crews(families) I will lead.When not navigating the financial world, I enjoy the great outdoors of Michigan’s upper peninsula. Spending time with family and friends in the pursuit of outdoor adventures is where I can be found. My grandson, two boys and daughter-in-law are at the very center of my compass.Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

Rich Tegge's Current Company Details
Wealth Strategy Group

Wealth Strategy Group

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Wealth/Financial Navigator / President Wealth Strategy Group / Wealth Management / Financial Advisor / Retirement Planning / Accredited Investment Fiduciary (AIF) / Professional Plan Consultant (PPC)
Rich Tegge Work Experience Details
  • Wealth Strategy Group
    Owner/President
    Wealth Strategy Group Jan 2009 - Present
    Marquette, Michigan, Us
    Wealth Strategy Group is a member of the LPL Financial Network.Affiliations and LisensesAIF®, Accredited Investment Fiduciary®PPC®, Professional Plan Consultant®Registrations - Series 7,9,10, 63 & 65 also insurance Licenses- Life, Health and Variable Contracts
  • Sbam
    Board Member
    Sbam Jan 2017 - Present
    Lansing, Mi, Us
    Proud to be part of the leading voice for Michigan Small Business. Brining the unique perspective of upper peninsula business owners will be my focus.
  • Economic Club Of Marquette County
    Past President
    Economic Club Of Marquette County Jun 2010 - Jun 2019
    Proud to have lead this great organization for two terms as president. Including our 40th season (2017-18) which was a great one. Check us out http://www.marquetteeconomicclub.org/
  • Nmu Foudation
    Board Member
    Nmu Foudation Jul 2010 - Sep 2013
    Board Member - Finance & Planned Giving Committee's
  • Marquette Rangers Hockey Club
    Director Of Hockey Operations
    Marquette Rangers Hockey Club 2005 - 2010
    Member of ownership and management group of Junior A hockey membership in th North American Hockey League (NAHL). Enjoyed 4 seasons with the last one (2009-2010) resulting in winning the North Division's regular season championship. Membership was sold to Flint group in May 2010
  • Smith Barney
    Second Vice President
    Smith Barney Mar 2000 - Jan 2009
    New York, Ny, Us
    Financial Advisor in-charge of Satellite office overseeing 5 brokers and 3 support personnel.
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 1997 - Mar 2000
    St. Louis, Mo, Us
  • Portable Network Solutions
    Co-Founder, Executive Vice President Business Development
    Portable Network Solutions Jan 1992 - Jul 1997
    Co-founded field force automation company. Clients included: GE, State Farm, USAA, Pac Bell, Ameritech, ADP and others. Sold firm to Publicly Traded Canadian firm Telular Canada (Global Data) in Aug 1994 then served as VP Business Dev. until departing in July of 1997.

Rich Tegge Skills

Investment Advisory Wealth Management Retirement Planning 401k Rollovers Investments Series 7 Financial Planning Qualified Retirement Plans Retirement Plan Consulting 401k 403 B Professional Plan Consultant

Rich Tegge Education Details

  • Northern Michigan University
    Northern Michigan University
    Management

Frequently Asked Questions about Rich Tegge

What company does Rich Tegge work for?

Rich Tegge works for Wealth Strategy Group

What is Rich Tegge's role at the current company?

Rich Tegge's current role is Wealth/Financial Navigator / President Wealth Strategy Group / Wealth Management / Financial Advisor / Retirement Planning / Accredited Investment Fiduciary (AIF) / Professional Plan Consultant (PPC).

What is Rich Tegge's email address?

Rich Tegge's email address is ri****@****bam.org

What is Rich Tegge's direct phone number?

Rich Tegge's direct phone number is +190622*****

What schools did Rich Tegge attend?

Rich Tegge attended Northern Michigan University.

What are some of Rich Tegge's interests?

Rich Tegge has interest in Northern Michigan University, Fishing, Vast, Travel And Enjoying The Upper Peninsula, Rotary International, Hunting, Commonwealth Financial Network.

What skills is Rich Tegge known for?

Rich Tegge has skills like Investment Advisory, Wealth Management, Retirement Planning, 401k Rollovers, Investments, Series 7, Financial Planning, Qualified Retirement Plans, Retirement Plan Consulting, 401k, 403 B, Professional Plan Consultant.

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