Richard Zuehlke, financial advisor Green Bay WI

Richard Zuehlke

CRD Number: 1912369
Current Firm: Raymond James Financial Services Advisors, Inc.

Richard Zuehlke (CRD# 1912369) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
N/a Green Bay, WI Nov 2016 - Current 7
Raymond James Financial Services, Inc. Green Bay, WI Feb 2015 - Current 9
Raymond James Financial Services Advisors Inc. Green Bay, WI Feb 2015 - Current 9
Zk Financial Group Green Bay, WA Feb 2015 - Current 9
Greenback Towers, LLC Green Bay, WI Jan 2015 - Current 9
Stifel Nicolaus & Company, Inc. Green Bay, WI Mar 2004 - Feb 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Jan 2006
Contact Info for Richard J. Zuehlke
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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