Richard Lipprand, financial advisor Elkhorn NE

Richard Lipprand

CRD Number: 1357439
Current Firm: Western International Securities

Richard Lipprand (CRD# 1357439) is an Investment Advisor Representative working at Western International Securities in Elkhorn, NE and has over 20 years of experience in the finance industry. Richard Lipprand 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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Principal Advised Services
Professional Designations
Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Aug 2017 - Current 6
Financial West Group Westlake Village, CA Apr 2007 - Aug 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
Contact Info for Richard T. Lipprand
Phone Number: (888) 793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • KS
  • NE
By the Numbers
  • Total Assets Under Management
    3,480
    MILLIONS
  • Total Number of Accounts
    12,253
    ACCOUNTS
  • Average Account Value
    $283,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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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