Unclaimed Profile

Rickey Lee Ites

CAHILL FINANCIAL ADVISORS, INC.·EDINA, Minnesota

Series 7, Series 63Clean record12 years registeredCAHILL FINANCIAL ADVISORS, INC.

7261 OHMS LANE, EDINA, MN 55439CRD# 1329883Firm CRD# 109890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rickey Lee Ites · EDINA, MN

Registration

CRD #1329883 · CAHILL FINANCIAL ADVISORS, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC.

Jan 2014 – Mar 2022

EDINA, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 29, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAHILL FINANCIAL ADVISORS, INC.

CRD 109890 · SEC 801-18388

AUM

$1.3B

Regulatory assets under management

Employees

4,061 client accounts

Services offered by CAHILL FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAHILL FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Rickey Lee Ites offer?

Rickey Lee Ites specializes in Financial Planning, Investment Management.

What are Rickey Lee Ites's credentials?

Rickey Lee Ites is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rickey Lee Ites located?

Rickey Lee Ites is based in EDINA, Minnesota, last registered with CAHILL FINANCIAL ADVISORS, INC..

How does Rickey Lee Ites charge for services?

Rickey Lee Ites's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAHILL FINANCIAL ADVISORS, INC.?

CAHILL FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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