Rickey Tiedemann, financial advisor Verona WI
93 score

Rickey Tiedemann

CRD Number: 1459451
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Rickey Tiedemann (CRD# 1459451) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Verona, WI and has over 30 years of experience in the finance industry.

Similar Advisors
Lisa Andrews, financial advisor Verona WI
Lisa M. Andrews
CRD# 3038887
Perk Planning
Score
103
Similar Advisors
Kathryn Hankard, financial advisor Verona WI
Kathryn S. Hankard
CRD# 5264456
Fiscal Fitness, LLC
Score
103
Similar Advisors
Christopher Rich, financial advisor Verona WI
Christopher D. Rich
CRD# 2369596
Enrich Financial Partners LLC
Score
103
Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Verona, WI Mar 2012 - Current 4
Morgan Stanley Smith Barney Madison, WI Jun 2009 - Mar 2012 2
Morgan Stanley & Company, Incorporated Madison, WI Apr 2007 - Mar 2012 4
Morgan Stanley Dw Inc. Madison, WI Apr 2005 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1986
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Rickey R. Tiedemann
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Rickey Tiedemann and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.