Richard Whippee, financial advisor Chicago IL

Richard Whippee

CRD Number: 5171362
Current Firm: Bankers Life Advisory Services, Inc.

Richard Whippee (CRD# 5171362) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Chicago IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Chicago IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
Company Name Location Dates Years
Bankers Life Advisory Services, Inc. Somerset, NJ Dec 2019 - Current 4
Bankers Life And Casualty Somerset, NJ Jul 1995 - Current 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Richard T. Whippee
Phone Number: 844-553-9083
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,486
    MILLIONS
  • Total Number of Accounts
    13,089
    ACCOUNTS
  • Average Account Value
    $113,532
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.