Rick Jurrens, CFP®, CLU®, ChFC®

Edmond, Oklahoma, 73013
advisor

Member Since 2005

We provide ongoing asset and wealth management services to our clientele on a fee basis. We utilize a combination of asset allocation and trend analysis when managing client portoflios. We assist clients in establishing their personal long term goals, and then prepare a written plan to follow as a road map for their financial success. Periodic reviews are conducted, and appropriate changes made to keep our clients \"on track\" in meeting their current needs and future goals.
Contact Rick
 
 

My Location

Driving Directions | View Larger Map

 Background Information

  • Years of Financial Experience

    • 34

  • Education

    • Southwestern Oklahoma State University (Major: Business Adminstration 1 Year)
    • University of Oklahoma (Business Administration Major- .5 Year)

  • Certifications and Designations

    • CFP®
    • CLU®
    • ChFC®

  • Association Memberships

    • Financial Planning Association
    • Society of Financial Service Professionals

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Commissions (Insurance)
    • Investment Services: Asset-based fee, Hourly fee, Commissions (Insurance)

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Fidelity/National Financial Srvs

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Monthly)
    • Custodial Report (Monthly)
    • Newsletter (Monthly)

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly and annually
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: 1023293
    • Securities Registrations: Series 63, Series 7, Series 24
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: F.I.G. Financial Advisory Services, Inc.
    • Broker/Dealer: Ceros Financial Services

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Colorado
    • Illinois
    • Louisiana
    • Maryland
    • Mississippi
    • Missouri
    • New Jersey
    • New York
    • Oklahoma
    • Tennessee
    • Texas

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Active Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios

  • Client Investment Services

    • Securities, Active Management, REITS, Index Funds, Exchange Traded Funds

  • Investment Products

    • Mutual Funds, Securities, REITs

  • Insurance Products

    • Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income
 
Contact Rick
 
Visit Website - http://www.FIGFinancial.com

Minimum Asset Requirement

  • None

Types of Clients

  • Individuals & Families
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance