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Building 2RICK DERCKS, SOLE PROPRIETOR

Map pinKAUKAUNA, WI
Phone920-915-3339
NotebookSEC #801-63755
Total AUM
$64.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N2317 MEADOW CREEK COURT
KAUKAUNA
WI 54130
USA
Operating Hours
8:00A.M. TO 5:00P.M.
Monday - Friday
Phone
920-915-3339

ReceiptFinancials

Total AUM
$64.3M
Accounts
24
Discretionary
$64.3M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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