Richard
Soennichsen

Grove Point Advisors, LLC

CRD#1369108
Investment Advisor
in Santa Rosa, CA

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About this Advisor

Richard Soennichsen is a certified financial planner based in Santa Rosa, California with a total of 2 years of relevant experience. Soennichsen currently works for Grove Point Advisors, LLC. Over the course of their career, Soennichsen has held roles at H. Beck, Inc, Grove Point Advisors, LLC and Grove Point Investments, LLC. Soennichsen maintains a Series 63 license, certifying them as a securities agent, and is approved to work in California. Grove Point Advisors, LLC is an advisory company that has its headquarters in Rockville, MD. The firm has offices in 208 locations and a total of 333 advisors. It handles $2 billion in assets among its 8,355 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 8,355 customer accounts, 18% belong to high-net-worth individuals who have more than $1 million in investable assets. Grove Point Advisors, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Grove Point Advisors, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

175 Concourse Boulevard Suite A
Santa Rosa, CA 95403

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Grove Point Advisors, LLC Brokerage Details

Total Assets Under Management

$1,926,783,604

CA Average: $6,889,882,315
Total Number of Employees

333

CA Average: 45
Total Number of Accounts

8,355

CA Average: 765
Average Account Size

$230,614

CA Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Richard Soennichsen Work History

Richard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Grove Point Advisors, LLC

2021 - Present (3 years)

Grove Point Investments, LLC

2007 - 2021 (14 years)

H. Beck, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard Soennichsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Grove Point Advisors, LLC

Andrea Klipfel
Paso Robles, CA
Nick Twentyfive
Victor, NY
Louis Nemeth
Bethlehem, PA
Nicholas Johnson
Rockville, MD
Carl Morreale
Wheaton, IL
Daniel Wheeler
Lutherville Timonium, MD
Kyle Braender
Trenton, NJ
Stephanie Bell
Rockville, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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