Broker Check
Richard Griessmeyer, CFP®, CMFC, CRPC

Richard Griessmeyer, CFP®, CMFC, CRPC

Financial Advisor

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As a Financial Advisor, I take pride in providing you with the experience and commitment I think is necessary to help you navigate through the complexities of financial planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner my goal is to personally work with you to understand your individual needs and financial goals, and to provide you with options and resources to help you build a plan to pursue your financial objectives.

I take pride in my principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.

Experience:

  • Joined Waddell & Reed in October 1988 and became licensed in January 1989
  • Earned CERTIFIED FINANCIAL PLANNER™ certification in March 1993
  • Earned Chartered Retirement Planning Counselor designation December 2010
  • Earned Chartered Mutual Fund Counselor designation in January 2013
  • Recognized with the Waddell & Reed Crest Award 27 times*
  • Past President's Council member*

Personal:

  • Enjoys travel
  • Private pilot with a passion for aviation
  • Privileged to work with my wife, son, and staff
  • Resides in the western Chicago suburbs with wife, Kayoko
  • Born in England and immigrated to Chicago, Illinois in 1963
  • Committed to Christian values and giving back to the community

 

*These awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Richard.

04/18