Richard Zuehlke
Richard Zuehlke is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Green Bay, WI, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1277 West Mason Street, Green Bay, WI, 54303
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a partner in Greenback Towers, LLC, and co-owns a rental property. He also services existing life insurance contracts (though he doesn't sell them) and is an owner and CEO of Zuehlke Karcz Financial Group, dedicating about half his time to managing and operating the financial services company.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Associated Investment Services, INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations19 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.