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Our financial advice team

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

Rick Groeschl


Private Wealth Advisor

Groeschl Wealth Advisors
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


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


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

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2020
  • Ameriprise Client Experience Award, 2020, 2021, 2022

Previous experience

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.


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