Bill Richardson, CRPC®, RICP®

Bill has spent the last 14 years dedicated to educating and empowering clients and financial professionals across the country to make better decisions with their wealth and in their businesses.

He is passionate about walking alongside clients and helping them to feel confident in their ability to reach their goals through comprehensive financial planning.

He resides in Corcoran Minnesota along with his wife Jamie and three children Jackson, Jane, and Avery. In his free time Bill is an avid tennis player and has played and coached at the collegiate level.

Mr. Richardson's Brochure Supplement

Years Experience: 14

Areas of Focus:  Comprehensive Financial Planning, Retirement Income Distribution Planning, Investment Management, Insurance Needs Analysis, Asset Allocation, Tax Management, Retirement Planning, Wealth Transfer, Social Security Planning

Education & Registrations:

  • B.S. Psychology and Religion, Luther College
  • Retirement Income Certified Professional (RICP®) designation
  • Chartered Retirement Planning Counselor (CRPC®) designation
  • Series 7, 26, and 66 securities registrations
  • MN Insurance Licensed - Life, Health, Disability

Professional Affiliations & Achievements

  • Wayzata Chapter President of American Financial Education Alliance (AFEA)
  • Named National Trainer for Thrivent's "Kids, Parents, and Money" program and "Teach Your Kids to Share Day"

Minneapolis, MN:

8421 Wayzata Blvd E, Suite 350
Minneapolis, MN 55426

Fort Myers, Florida:

5237 Summerlin Commons Blvd, Suite 406
Fort Myers, FL 33907

Naples, Florida:

1415 Panther Lane, Suite 498
Naples, FL 34109

Phone MN (612) 439-8400, FL (239) 350-0211
Fax MN fax (952) 935-4958, FL fax (239) 288-0520