Richard  Juckel,  CFP<sup>&reg;</sup> - Financial Advisor

Richard Juckel, CFP®

Wealth Advisor

Ballast Advisors, LLC

683 Bielenberg Dr, Suite 208
Woodbury, MN 55125
FINANCIAL ADVISOR'S WEBSITE
(651) 478-4657 CONNECT WITH Richard
  • linkedin link

General

Richard Juckel is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ballast Advisors, LLC in Woodbury, MN and the surrounding communities.

Financial Advisor Experience

 - Financial Advisor, Ameriprise Financial Services, Inc., 9/12/2006- 02/02/2017
- Financial Consultant, RBC Dain Rauscher, 5/16/2005-9/11/2006

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

 

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family

More

Helpful Financial Planning Resources