Richard SeehawerCRD 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.
American Independent Securities Group, LLC
Libra Wealth LLC
|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|
Total Assets Under Management58MILLIONS
Total Number of Accounts485ACCOUNTS
Average Account Value$118,557
- 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
- Selection of other advisers (including private fund managers)
AZ, ID, OR, WA
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