Rick Imhoff Email & Phone Number
Senior Financial Planner and Wealth Management Officer @ MidAmerica National Bank
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Rick Imhoff Location
- Peoria, IL, US
Rick Imhoff Work
- Senior Financial Planner and Wealth Management Officer @ (August 2025 - Present)
- Senior Vice President and Senior Trust Officer @ (July 2016 - October 2018)
- Executive Vice President and Head of Wealth Management Group @ (October 2018 - August 2025)
- Managing Member @ Imhoff Consulting, LLC (May 2013 - Present)
- Senior Portfolio Manager @ CNB Bank & Trust, N.A. (February 2014 - July 2016)
- Managing Member @ Imhoff Financial Advisors, LLC (May 2013 - September 2015)
- Senior Vice President and Director of Wealth Management @ Progressive Bank (April 2012 - May 2013)
- Senior Vice President @ SCB Wealth Management/Soy Capital Bank (July 2005 - April 2012)
- President and CEO @ Sterling Trust and Investment Company (February 2002 - March 2005)
- Vice President and Trust Officer @ Central Trust Bank/Empire Bank/Ozark Mountain Bank (October 1989 - February 2002)
- Assistant Vice President and Trust Officer @ Premier Bank of South Louisiana (January 1985 - January 1989)
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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Gwen Alexander
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