Richard Gwizdala
Richard Gwizdala is a registered investment advisor at Cetera Investment Advisers LLC, based in North Oaks, MN, with 36 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
Firm Size
IM Fee
Assets Under Management
Location
North Oaks, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the President of Gwizdala & Associates Inc. (tax preparation/accounting), owner of Richard A. Gwizdala co. (tax preparation/accounting), and Treasurer/Comptroller for Weston Woods Townhouse Assoc. He also refers clients to TruPlan Financial Advisors and MRK Financial Solutions, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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