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.

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Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Mar 2010 - Current 12
Nilmeier Financial & Insurance Services Fresno, CA Aug 2005 - Current 17
Nilmeier Insurance Services, Inc. Fresno, CA Aug 2005 - Current 17
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
    7,858
    MILLIONS
  • Total Number of Accounts
    37,064
    ACCOUNTS
  • Average Account Value
    $212,014
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

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