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Richard Westlund

43 Years of Experience
Hutchinson, MN
BrokerSells Insurance

Richard Westlund is a registered investment advisor at Cetera Investment Advisers LLC, based in Hutchinson, MN, with 43 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

102 Main Street South, Suite 206, Hutchinson, MN, 55350

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Richard is a part owner and president of a furniture manufacturing company, a rental property owner, and co-owner/CEO of a DBA for securities and insurance sales. He also works as an independent insurance agent selling fixed insurance products full-time, and dedicates minimal time to various real estate partnerships and community organizations.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
August 2017 - June 2021 · 3 yrs 10 mos
Voya Financial Advisors, INC.Broker
November 1982 - June 2021 · 38 yrs 7 mos
State Registrations1 state
MN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.