Richard
Widick
Cps Investment Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Widick is a financial advisor working out of Lakeland, Florida. Widick currently works for Cps Investment Advisors. Over the course of their career, Widick has held roles at Cultivate Wealth Management, Gmf Steel Group, Florida Southern College, Harley Davidson, Ymca, Santa Fe Catholic Highschool and Lpl Financial LLC. Widick has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Cps Investment Advisors is a financial advisory firm headquartered in Lakeland, FL. It handles $2 billion in total assets between its 7,080 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 24 charities and foundations. Of its 7,080 client accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial management fee schedules depend on which services are offered. However, fees billed by Cps Investment Advisors most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cps Investment Advisors Brokerage Details
$1,988,218,796
21
7,080
$280,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Richard Widick Work History
Richard has been registered as a financial advisor for 0 years.*
Florida Southern College
Lpl Financial LLC
Cultivate Wealth Management
Gmf Steel Group
Florida Southern College
Gmf Steel Group
Florida Southern College
Harley Davidson
Florida Southern College
Ymca
Florida Southern College
Santa Fe Catholic Highschool
*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 Widick 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 Cps Investment Advisors
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
Lakeland, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
