AssuredPartners Financial Advisors | Independent, Experienced Financial and Retirement Plan Advisors

Rick DeBartolo

515-237-0170

rick.a.debartolo@ap-fin.com

Rick is the day to day contact for question and concerns with retirement plans and individual retirement accounts. He works closely with plan sponsors and individuals, guiding them with support for their retirement plan decisions and individual investments as needed. This includes strategic employee education, developing a customized retirement plan, and assisting clients to and through retirement with their investment and income needs.

Background

Rick has been working in the industry since the beginning of 2017. He has worked directly with individuals on establishing a personalized retirement strategy, assisting them with their investments both before and after retirement, as well as developing income plans so they can meet their post-work life needs.

Education

Rick earned a Marketing and Management degree from St. Ambrose University in Davenport, IA, in 2016. Currently, he is his Life and Health licensed in Iowa, and holds the FINRA Series 7 registration through LPL Financial and the Series 66 through LPL Financial and AssuredPartners Financial Advisors. He has plans to further his education past that.

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Iowa

4200 University Avenue, Suite 200
West Des Moines, IA 50266
800-677-1529

Wisconsin

2501 Parmenter Street, Suite 200B

Middleton, WI 53562
800-362-7121

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.

GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.