Richert HartCRD Number: 4927733
Current Firm: Nadler Financial Group, Inc.
Richert Hart (CRD# 4927733) is an Investment Advisor Representative working at Nadler Financial Group, Inc. in Deerfield, IL and has over 17 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.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Securities America Advisors, Inc.
|Ausdal Financial Partners, Inc.||Davenport, IA||Aug 2020 - Current||2|
|Nadler Financial Group||Deerfield, IL||Jul 2020 - Current||2|
|Total Benefit Communications||Dresher, PA||Apr 2019 - Jul 2020||1|
|Capital One Sharebuilder, Inc.||Seattle, WA||Jan 2014 - Apr 2019||5|
|Capital One Investment Services LLC||Bethesda, MD||May 2010 - Jan 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2005|
Total Assets Under Management1,360MILLIONS
Total Number of Accounts2,561ACCOUNTS
Average Account Value$531,227
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IA, IL, IN, LA, MA, MD, MO, NH, NY, OH, PA, TX, WI
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.