Skip to main content

Our financial advice team


Rick Groeschl, Private Wealth Advisor serving the De Pere, WI area - Ameriprise Advisors

Rick Groeschl

LUTCF, APMA®, CRPC®

Private Wealth Advisor

President of
Groeschl Wealth Advisors
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Interests

  • Spending time with family at our cottage
  • Cheering on the Green Bay Packers
  • Hunting with my kids and enjoying the outdoors
  • Riding my Harley

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2020
  • Ameriprise Client Experience Award, 2020, 2021

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • LUTCF Life Underwriting Training Council Fellow

Education

  • University of Wisconsin-Whitewater, Bachelor of Science in Finance

Previous experience

  • Morgan Stanley, 2011-2017
  • MetLife, 1989-2011

Community participation

Our team is currently a participating member of Definitely De Pere, a non-profit organization committed to promoting downtown De Pere. We are also a member of the De Pere Area Chamber of Commerce as well as the Chilton Chamber of Commerce.