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Home > Financial Planner Directory > Minnesota > Bloomington > Richard D. Dworsky, CFP®, CLU, CRPC
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Richard D. Dworsky, CFP®, CLU, CRPC

Legacy Private Wealth Group

4400 W 78th Street
Suite 510
Bloomington, MN 55435
Phone: (952) 446-7800

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement

 

Foreign Languages
  • English

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: AZ, FL, IN, MN, WI, Health/disability insurance: AZ, FL, IN, MN, WI, Fixed annuities: AZ, FL, IN, MN, WI, Variable annuities: AZ, FL, IN, MN, WI
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Retirement Counselor® (CRC®)
  • Other - CLU
Broker-Dealer Affiliation
Ameriprise Financial Services, Inc.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.