Profiel
Mr. Rick B.
Gutman is Managing Advisor at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors, Mr. Gutman was a member of a mutual fund analyst team responsible for recommendations to the fund for his assigned area for a large national bank.
He has several years of experience in the investment industry, including managing individual stock and bond portfolios for high net-worth families, endowments, foundations and retirement plans.
Mr. Gutman is a 1981 graduate of Drake University, Des Moines, Iowa, with a BS degree in business administration.
He is a Certified Financial Planner professional.
Eerdere bekende functies van Rick B. Gutman
| Bedrijven | Functie | Einde |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Corporate Officer/Principal | - |
Opleiding van Rick B. Gutman
| Drake University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Finance |
