Richard Oelze is a registered investment advisor at Rro Capital, LLC, based in Phoenix, AZ, with 35 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5 clients with $6.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
Phoenix, AZ
Get directionsHistory
Regulatory History (1)
Regulatory
July 1991Other Business Activities
Richard is the Chief Compliance Officer (CCO) of BHF RG Capital Inc, dba RG Capital, a Registered Investment Advisor (RIA), dedicating nearly full-time hours to this role. He is also an Investment Adviser Representative with First Allied Advisory Services, Inc and a Registered Representative with First Allied Securities, Inc.
Employment History
Current Registrations
Rro Capital, LLC
Previous Registrations
Rg Capital
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Rg Advisor Group
Capital Investment Group, INC.Broker
Sagepoint Financial, INC.Broker
Piper Jaffray & CO.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
Rauscher Pierce Refsnes, INC.Broker
Jefferson Capital, INC.Broker
Floyd A. Mccracken Securities, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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.