Carl Rickmeier, financial advisor Sheboygan WI
93 score

Carl Rickmeier

CRD Number: 3186637
Current Firm: Wells Fargo Clearing Services, LLC

Carl Rickmeier (CRD# 3186637) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sheboygan, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Sheboygan, WI Nov 2016 - Current 1
Superior Leasing Company Sheboygan, WI May 1990 - Current 28
Wells Fargo Advisors, LLC Sheboygan, WI Apr 2012 - Nov 2016 4
Northwestern Mutual Investment Services, LLC Milwaukee, WI Apr 1999 - Feb 2012 12
Northwestern Mutual Life Ins Co Milwaukee, WI Mar 1999 - Feb 2012 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Carl H. Rickmeier
Phone Number: 314-875-3000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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