Richard
Hultquist
Assuredpartners Investment Advisors
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About this Advisor
Richard Hultquist is a financial advisor based in Seattle, Washington, working with Assuredpartners Investment Advisors. Richard has previously held positions at M Holdings Securities, Inc, The Meisenbach Company Dba Mcm, Assured Partners, and Assuredpartners Investment Advisors, LLC. Richard has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Richard is part of Assuredpartners Investment Advisors, which operates out of Seattle, Washington. The firm has 12 offices and 22 employees. The firm manages assets totaling $179.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Assuredpartners Investment Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$179,036,704
22
601
$297,898
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Richard Hultquist Work History
Assuredpartners Investment Advisors, LLC
M Holdings Securities, Inc
The Meisenbach Company Dba Mcm
Assured Partners
Disclosures
Please visit the SEC profile of Richard Hultquist 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 Assuredpartners Investment Advisors
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Madison, WI
Fort Lauderdale, FL
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