Rice Brown Financial Services

Rice Brown Financial Services (CRD# 148312) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $52,050,000 in 250 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $208,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, KS, TX, UT

Financial Advisors at Rice Brown Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
John P. Nilmeier
CRD#: 4868549
5070 N Sixth Street #185, Fresno, CA 93710
96
Wealthminder
score

John Nilmeier (CRD# 4868549) is an Investment Advisor Representative working at Rice Brown Financial Services in Fresno, CA and has over 12 years of experience in the finance industry. John Nilmeier 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.

2
Richard D. Nilmeier
CRD#: 348295
5070 N Sixth #185, Fresno, CA 93710
87
Wealthminder
score

Richard Nilmeier (CRD# 348295) is an Investment Advisor Representative working at Rice Brown Financial Services in Fresno, CA and has 1 year of experience in the finance industry.

3
Rice E. Brown
CRD#: 600405
Colorado Springs, CO
86
Wealthminder
score

Rice Brown (CRD# 600405) is an Investment Advisor Representative working at Rice Brown Financial Services in Colorado Springs, CO and has over 16 years of experience in the finance industry.

4
Jeffrey P. Morand
CRD#: 728191
6500 South Quebec Street, Suite 300, Englewood, CO 80111
63
Wealthminder
score

Jeffrey Morand (CRD# 728191) is an Investment Advisor Representative working at Rice Brown Financial Services in Englewood, CO and has over 31 years of experience in the finance industry.

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