Rick Scheeler

CRD#

• 4611216

Firm CRD#

• 6413

States Licensed in

• AR, CA, CO, FL, GA, IL, IN, KY, LA, MA, MI, MN, MO, NJ, NY, NC, OH, SC, TN, TX, VA, WV, WI

Years of Experience in Financial Services

• 22

Work Experience

• In my 17 years of tenure at Northwestern Mutual I worked my way from Associate Advisor through Home Office Underwriter, Client Relations Center Director, to become a fee-based planning Advisor and Wealth Management Advisor, earning 9 designations starting with Certified Financial Planner^® (CFP^®) and Chartered Life Underwriter^® (CLU^®) in 2007, followed by Chartered Financial Consultant^® (ChFC^®), Certification in Long Term Care^® (CLTC^®), Chartered Advisor for Senior Living^® (CASL^®), Retirement Income Certified Professional^® (RICP^®), Chartered Special Needs Consultant^® (ChSNC^®), Accredited Estate Planner^® (AEP^®), and Chartered Advisor in Philanthropy^® (CAP^®). Most recently I completed a Masters of Science in Financial Services^® (MSFS^®) in 2020, and Certified Kingdom Advisor (CKA^®) in 2023. In my 7th year at NM I qualified as a Top 3% Advisor or "Forum" and maintained that status for 5 consecutive years. I'm a member of the Financial Planning Association (FPA), Certified Financial Planner Board of Standards (CFP), National Association of Insurance and Financial Advisors (NAIFA), and Million Dollar Round Table - Top of the Table (MDRT) as well as a number of local organizations like Cincinnati Estate Planning Council (CEPC) and Financial Planners Association of Southwestern Ohio.

Work with the following types of clients

• Individual Investors, Businesses

Advisory Services Provided

• Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, 401K Rollovers