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Adviser Contact Info

Richard L. Van Dyke
1028 South Walnut Springfield IL, 62704 View Adviser Website		Phone: (217) 753-1515 Fax: (217) 753-1212

Adviser Rating

Rating		Status
? Stars		Not Verified

Adviser Biography

Dick Van Dyke, serving Illinois and the St.Louis, Missouri Area is a well known educator on retirement issues ranging from estate planning to the avoidance of unnecessary taxation. Educational online workshops are conducted personally by Dick and are available to all those that are retired or near retirement at no charge throughout the year. He uses continuing education with his past business and investing experience in assisting retirees to preserve their nest egg, increase their income and rebalance their assets. This helps retirees achieve security and growth while avoiding some of the most common financial mistakes including those involving annuities. Furthermore, Dick specializes in IRA and Retirement Plan strategies with an advanced tax advantaged emphasis on income and estate distribution planning. Dick has achieved a 3.5 star rating with Advisor Rating which ranks seven out of ten possible levels and is considered Excellent.

Adviser Certifications

Certified Annuity Advisor	*Primary Certification*
Certified Senior Advisor

Adviser Licenses - Insurance

Life, Health & Annuity

Adviser Licenses - Securities

Series 65	*Primary License*
Series 6
Series 63

Background Other

I am a registered member with the National Ethics Bureau - ethicscheck.com.

Experience

5 years

Education

Certifications Only

Insurance Coverage

2 Million in coverage for Insurance License

Securities Coverage

2 Million in coverage for Securities License

Umbrella Coverage

Umbrella Insurance coverage

Professional Associations

National Association of Insurance and Financial Advisors

Business Memberships

Better Business Bureau

Chamber of Commerce

National Federation of Independent Businesses

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