Richard Seehawer, financial advisor Boise ID

Richard Seehawer

CRD Number: 4153860
Current Firm: Concierge Private Wealth Management, LLC

Richard Seehawer (CRD# 4153860) is an Investment Advisor Representative working at Concierge Private Wealth Management, LLC in Boise, ID and has over 22 years of experience in the finance industry. Richard Seehawer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
V.a.s.s.t. Enterprises, LLC Meridian, ID Aug 2017 - Current 5
Strategic Risk Reinsurance Company, Inc. Meridian, ID Dec 2016 - Current 5
Honu Reinsurance Company, Inc. Meridian, ID Jan 2013 - Current 9
Concierge Private Wealth Management, LLC Meridian, ID Jan 2010 - Current 12
Concierge Life Benefits, LLC Meridian, ID Jan 2010 - Current 12
Concierge Risk Alternatives Meridian, ID Jan 2010 - Current 12
Concierge Legacy Advisors, Inc. Meridian, ID Jan 2010 - Current 12
Concierge Holdings, LLC Meridian, ID Jan 2010 - Current 12
Cardinal Point Insurance Company, Inc. Meridian, ID Jan 2010 - Current 12
Seehawer Financial Services Boise, ID Sep 1999 - Current 22
Concierge Risk Management, LLC Meridian, ID Jan 2010 - Jun 2016 6
Titan Securities Eagle, ID Oct 2012 - Jul 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Richard A. Seehawer
Phone Number: 208-344-9704
Registered State(s):
  • AZ
  • ID
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $118,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, ID, OR, WA

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