Advisor photo for D. F. Rick Speidel

D. F. Rick Speidel


Financial Advisor
Managing Director
The Speidel Group
A financial advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Our Investment Process

It is our belief that no single strategy will adequately address every clients’ individual investment needs. Our investment strategies blend client-specific requirements with our core beliefs, such as diversification and asset allocation. Our methodology is not to take an "invest it and forget it" approach. Our clients are generally risk-conscious investors with a goal of making the most out of investment opportunities while looking to mitigate risk. Our focus is to help clients plan to preserve their wealth and look to not take unnecessary risk. We believe that patience is often a portfolio’s greatest ally.

Asset allocation does not assure a profit or protect against loss.