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Richard William Tschetter

52 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
451 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

2155 112th Ave Ne, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Richard is the president and owner of Soaring Eagle Ventures, a personal S Sub investment corporation, since 2011. He spends minimal time on this activity.

Employment History
Current Registrations
Tschetter Group
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Tschetter Wealth Advisors
October 2017 - May 2019 · 1 yr 7 mos
D.A. Davidson & CO.Broker
August 2005 - October 2017 · 12 yrs 2 mos
D.A. Davidson & CO.
August 2005 - October 2017 · 12 yrs 2 mos
Wells Fargo Investments, LLC
October 1990 - August 2005 · 14 yrs 10 mos
Wells Fargo Investments, LLCBroker
May 1989 - August 2005 · 16 yrs 3 mos
Shearson Lehman Hutton INC.Broker
April 1988 - May 1989 · 1 yr 1 mo
E. F. Hutton & Company INCBroker
April 1978 - April 1988 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
July 1973 - May 1978 · 4 yrs 10 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.
Richard William Tschetter - Financial Advisor | TrueAdvisor