Richard Hanzlik (CRD# 2164268) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bayport, MN and has over 32 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 6206290
Cliftonlarsonallen Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Bayport, MN | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Ascend Financial Services, Inc. | Bayport, MN | Jul 1991 - Current | 32 |
| North Star Consultants, Inc. | Minneapolis, MN | Aug 1990 - Current | 33 |
| Minnesota Life Insurance Company | St. Paul, MN | Aug 1990 - Aug 2023 | 33 |
| C.r.i. Securities, Inc. | Bayport, MN | Jul 1991 - Oct 2021 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1991 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- MN
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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