Now Available: The State of the Market with our Chief Investment Officer
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location

Des Moines, IA

Alex Ricke

Wealth Advisor

Alex Ricke is a wealth advisor with five years of experience working with business owners, executives, and rising professionals. With a background in teaching high school economics, he brings a clear, educational approach to financial planning. Alex specializes in financial modeling and scenario analysis, helping clients explore "what if" situations to make confident, informed decisions. Outside of work, he enjoys time with his wife and two daughters, often with a book and a cup of tea in hand.

(515) 297-6319

[email protected]

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Experience

Choreo LLC

4 years

Cast Financial

1 year

Qualifications

University of Northern Iowa

B.A. Social Science Education

CERTIFIED FINANCIAL PLANNER® Practitioner

CFP®

Specialities

Investment Management

Financial Planning

Retirement Planning

Tax Planning

Estate Planning

Asset Allocation

Behavioral Finance

Business owners

Executives

Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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