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Our financial advice team


Rick Schwartz, Financial Advisor serving the Cedar Falls, IA area - Ameriprise Advisors

Rick Schwartz

CLU®, ChFC®

Financial Advisor

Discerning Wealth
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.5 out of 5 rating based on 8 reviews

EMAIL
PHONE
Ext. 141
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies

Qualifications

  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • B A, majoring in accounting & finance, California State University, Fullerton, Ca. 1970-1974.

Previous experience

  • Auditor, Ernst & Ernst CPA Firm, Santa Ana, Ca., 1975-1976
  • Student, California State University, Fullerton, Ca., 1970-1974
  • U.S. Marine Corps, Sergeant E-5, 1966-1970

Interests

Travel, golf, and fishing.