Rick Bender Email & Phone Number
Investment Advisor Member @ Savant Wealth Management
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Rick Bender Location
- Janesville, WI, US
Rick Bender Work
- 2012 - now Investment Advisor Member @
- 2012 - 2012 Investment Advisor @
- 2006 - 2012 Consumer Product Specialist @
- 1999 - 2006 Vice President @
Rick Bender Education
- College for Financial Planning
Certified Financial Planner (R) (Financial Planning and Services)
2014 - 2015 - College for Financial Planning
Chartered Retirement Plan Specialist (Retirement Plans for Business and Individuals)
2013 - 2013 - The American College of Financial Services
Chartered Financial Consultant (Investments, financial planning)
2006 - 2011 - The American College of Financial Services
Chartered Life Underwriter (Insurance, Investments, Benefits)
1997 - 2001 - University of Wisconsin-La Crosse
Bachelors (Physical Education-Sports Management, and Business Administration)
1986 - 1990
Rick Bender Skills
- Self Directed Ira
- Social Security Benefit Planning
- Social Security Benefit
- Estate Tax Planning
- Retirement Planning
- Portfolio Management
- IRAs
- Investments
- Stretch Ira Planning
- 401k
- Roth IRA
- IRA Rollovers
- Wealth Management
- Strategic Financial Planning
- SEP IRA
- Has Errors
- Great
- College Funding Strategies
- 401k Rollovers
- Strategic Financial
- Ira Distribution Planning
- Ira Distribution
- College Funding
Rick Bender Summary
- Rick Bender, based in Janesville, WI, US, is currently a Investment Advisor Member at Savant Wealth Management. Rick Bender brings experience from previous roles at Savant Capital Management, Sentry Insurance and US Bank. Rick Bender holds a 2014 - 2015 Certified Financial Planner (R) in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Self Directed Ira, Social Security Benefit Planning, Social Security Benefit, Estate Tax Planning, Retirement Planning and more. Rick Bender has 3 emails and 1 mobile phone numbers on RocketReach.
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