Richard Nilmeier, financial advisor Fresno CA

Richard Nilmeier

CRD Number: 348295
Current Firm: United Planners' Financial Services Of America A Limited Partner

Richard Nilmeier (CRD# 348295) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Fresno, CA and has 1 year of experience in the finance industry.

Similar Advisors
Priscilla Aivazian, financial advisor Fresno CA
Priscilla D. Aivazian
CRD# 4407978
Commonwealth Financial Network
Similar Advisors
Mark Alcorn, financial advisor Fresno CA
Mark P. Alcorn
CRD# 4834967
Diversified Wealth Management Solutions, LLC
Similar Advisors
Nicolas Allen, financial advisor Fresno CA
Nicolas J. Allen
CRD# 5351296
Ameriprise Financial Services, LLC
Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Mar 2010 - Current 14
Nilmeier Financial & Insurance Services Fresno, CA Aug 2005 - Current 18
Nilmeier Insurance Services, Inc. Fresno, CA Aug 2005 - Current 18
Rbfs Outside Services Inc. Aka. Rice Brown Financial Services Saint George, UT Oct 2008 - Jan 2019 10
Nilmeier Financial & Insurance Services Fresno, CA Jul 2006 - Jan 2019 12

Richard Nilmeier has no recent exams reported.
Contact Info for Richard D. Nilmeier
Phone Number: 480-991-0225
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, 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.