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Richard Bechtel

40 Years of Experience
Maumee, OH
BrokerSells Insurance

Richard Bechtel is a registered investment advisor at Cetera Investment Advisers LLC, based in Maumee, OH, with 40 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

1745 Indian Wood Circle, Suite 265, Maumee, OH, 43537

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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 the owner and president of Bechtel Financial Services, a financial services and insurance DBA, since 2020. He dedicates full-time hours to this activity, with most of the time spent during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2000 - June 2021 · 21 yrs 1 mo
Voya Financial Advisors, INC.Broker
December 1991 - June 2021 · 29 yrs 6 mos
Guardian Investor Services CorporationBroker
March 1990 - November 1991 · 1 yr 8 mos
New England SecuritiesBroker
June 1985 - March 1990 · 4 yrs 9 mos
State Registrations14 states
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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.