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Douglas L. Ritter, CFP®, PFS

Discovery Financial Centers, Inc.

307 Dakota Street
PO Box 402
Red Wing, MN 55066-2246
Phone: (651) 388-9594
Fax: (651) 388-9620

Toll-free: (800) 645-4473
Web site

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement
  • Stocks & Bonds

 

About My Practice

Doug Ritter is President and CEO of Discovery Financial Centers, Inc., a financial and investment services firm in Red Wing, Minnesota serving clients throughout the Unites States. Doug specializes in managing personal, retirement and charitable investments and developing personal financial and estate planning strategies for his clients. Additional information about Discovery Financial Centers is available at www.discoveryfinancial.com.

Doug graduated from the University of Minnesota with a Bachelors Degree in Accounting. He is a Certified Financial Planner® and member of the Financial Planning Association. Doug is a member of the American Institute of CPA’s, and is a Personal Financial Specialist (PFS). He was formerly associated with a major international accounting firm as a senior manager, and a leading community banking organization as its chief financial officer.

Doug is very active in the community and has served in leadership positions for a variety of organizations including the Red Wing Family YMCA, Red Wing Area Chamber of Commerce, Sheldon Theatre and the Church of St. Joseph.

 

Experience

Doug has served individual, small business and institutional clients with their investment and financial advisory needs since 1993. With his background in accounting, banking, and investments and insurance, Doug brings a deep understanding of complex financial issues to meet the needs of his clients.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 53, 63, 65
Insurance Licenses
Life insurance: MN, WI, other, Health/disability insurance: MN, WI, other, Fixed annuities: MN, WI, other, Variable annuities: MN, WI, other
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Personal Financial Specialist (PFS)
Broker-Dealer Affiliation
National Planning Corporation
Broker-Dealer Disclaimer
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, and a Registered Investment Adviser. Discovery Financial Centers, Inc. and NPC are separate and unrelated companies.

 

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.