Richard D. Dworsky,  CFP<sup>&reg;</sup> - Financial Advisor

Richard D. Dworsky, CFP®

CLU ®, APMA™

financial advisor

Legacy Private Wealth Group

7212 Metro Blvd
Edina, MN 55439
FINANCIAL ADVISOR'S WEBSITE
(952) 446-7800 CONNECT WITH Richard
  • linkedin link

General

Richard Dworsky is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Legacy Private Wealth Group in Edina, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU® CRPC® APMA™

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Sudden Wealth, Women's Finances

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