Rick Imhoff Email & Phone Number
Senior Financial Planner and Wealth Management Officer @ MidAmerica National Bank
5 free lookup(s).
Rick Imhoff Location
- Peoria, IL, US
Rick Imhoff Work
- 2025 - now Senior Financial Planner and Wealth Management Officer @
- 2016 - 2018 Senior Vice President and Senior Trust Officer @
- 2018 - 2025 Executive Vice President and Head of Wealth Management Group @
- 2013 - now Managing Member @ Imhoff Consulting, LLC
- 2014 - 2016 Senior Portfolio Manager @ CNB Bank & Trust, N.A.
- 2013 - 2015 Managing Member @ Imhoff Financial Advisors, LLC
- 2012 - 2013 Senior Vice President and Director of Wealth Management @ Progressive Bank
- 2005 - 2012 Senior Vice President @ SCB Wealth Management/Soy Capital Bank
- 2002 - 2005 President and CEO @ Sterling Trust and Investment Company
- 1989 - 2002 Vice President and Trust Officer @ Central Trust Bank/Empire Bank/Ozark Mountain Bank
- 1985 - 1989 Assistant Vice President and Trust Officer @ Premier Bank of South Louisiana
Rick Imhoff Education
- College for Financial Planning
Master of Science (Personal Financial Planning)
2010 - 2011 - Drury University
Bachelor's Degree (Business Administration)
1993 - 1996 - Columbia College 1976 - 1978
Rick Imhoff Skills
- Wealth Management
- Retirement Planning
- Estate Planning
- Investment Management
- Trust Management
- Investment Advisory
- Strategic Financial Planning
- Asset Management
- Fixed Annuities
- Personal Financial Planning
- Charitable Gift Planning
- Retirement
- Alternative Investments
- Financial Services
- Financial Planners
- Series 65
- Employee Benefits
- Mutual Funds
- Consulting
- Asset Allocation
- 401k
- Securities
- Banking
- Insurance
- Wealth Management Services
- Investments
- Investment Strategies
- Financial Advisory
- Portfolio Management
- IRAs
- Trust Services
- ETFs
- Bonds
- Certified Financial Planner
- Fixed Income
- Equities
- 401k Rollovers
- Financial Planning
- 401(k) Retirement Savings Plans
Rick Imhoff Summary
- Rick Imhoff, based in Peoria, IL, US, is currently a Senior Financial Planner and Wealth Management Officer at MidAmerica National Bank. Rick Imhoff brings experience from previous roles at MidAmerica National Bank, Imhoff Consulting, LLC and CNB Bank & Trust, N.A.. Rick Imhoff holds a 2010 - 2011 Master of Science in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Retirement Planning, Estate Planning, Investment Management, Trust Management and more. Rick Imhoff has 3 emails and 2 mobile phone numbers on RocketReach.
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