Richard Strevey, financial advisor Omaha NE
96 score

Richard Strevey

CRD Number: 1200426
Current Firm: Principal Securities, Inc.

Richard Strevey (CRD# 1200426) is an Investment Advisor Representative working at Principal Securities, Inc. in Omaha, NE and has over 30 years of experience in the finance industry. Richard Strevey 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.

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Professional Designations
Company Name Location Dates Years
Principal Life Insurance Omaha, NE Feb 2005 - Current 11
Princor Financial Services Omaha, NE Feb 2005 - Current 11
Strevey Financial Services Omaha, NE Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
Contact Info for Richard A. Strevey
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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