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Our financial advice team


Rick Finco, Financial Advisor serving the Oconomowoc, WI area - Ameriprise Advisors

Rick Finco

MBA, APMA

Financial Advisor

Paramount Financial Strategies
23
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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Small Business
  • Investments
  • Family Finances
  • Business Retirement Plans
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science, Psychology, University of Wisconsin Stevens Point 1981
  • Master of Business Administration, Keller Graduate School of Management 2000

Awards & recognition

  • Five Star Wealth Manager, 2018

Previous experience

  • BMO Harris Financial Advisors Inc., 2000 - 2017 Hartland Wisconsin

Interests

Fishing, Sports Activities, Golf, ATV Riding, Hiking, Biking, Dining at different Restaurants