Richert Hart (CRD# 4927733) is an Investment Advisor Representative working at Missionsquare Retirement in Glenview, IL and has over 18 years of experience in the finance industry. Richert Hart 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Square Retirement | Washington D.c., DC | Oct 2022 - Current | 1 |
| Mission Square Investment Services | Washington D.c., DC | Oct 2022 - Current | 1 |
| Ausdal Financial Partners, Inc. | Davenport, IA | Aug 2020 - Sep 2022 | 2 |
| Nadler Financial Group | Deerfield, IL | Jul 2020 - Sep 2022 | 2 |
| Total Benefit Communications | Dresher, PA | Apr 2019 - Jul 2020 | 1 |
| Capital One Sharebuilder, Inc. | Seattle, WA | Jan 2014 - Apr 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
- IL
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Total Assets Under Management668MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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