RD
RD

Ricky Durdahl

8 Years of Experience
Casper, WY
May Earn CommissionSells Insurance

Ricky Durdahl is a registered investment advisor at Senior Tax Advisory Group, INC., based in Casper, WY, with 8 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,142 clients with $88M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
1,142 clients
Average Client Portfolio
$77K average
Assets Under Management
$88.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Senior Tax Advisory Group recommends third-party investment advisors to manage your investments. The annual management fee ranges from 0.10% to 2.00% of the value of your portfolio. This fee includes the fee charged by the third-party advisor. The fee is negotiable and depends on the size of your account.

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Location

1607 Cy Ave, #103, Casper, WY, 82604

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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 ActivitiesSells Insurance

Ricky is an owner/partner at Retirement Resources, an insurance and investment-related business in Casper, WY. This activity takes nearly full-time hours during securities trading hours.

Employment History
Current Registrations
Senior Tax Advisory Group, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Tucker Asset Management LLC
July 2017 - February 2024 · 6 yrs 7 mos
State Registrations1 state
WY
Advisor

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.